VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$803K
3
+$782K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$692K
5
V icon
Visa
V
+$621K

Top Sells

1
+$2M
2
+$1.31M
3
+$1.04M
4
RIO icon
Rio Tinto
RIO
+$464K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.9M 10.51%
187,988
+2,770
2
$61.2M 7.96%
366,175
+4,800
3
$60.7M 7.88%
260,311
-4,470
4
$55.2M 7.18%
333,115
+4,175
5
$55M 7.15%
62,042
+300
6
$40.6M 5.28%
147,804
+2,260
7
$36M 4.68%
211,446
+2,500
8
$23.3M 3.02%
50,541
+1,041
9
$23.2M 3.01%
117,261
+775
10
$21.9M 2.84%
37,425
+310
11
$15.9M 2.07%
255,923
-2,300
12
$15.8M 2.06%
97,678
+557
13
$15.4M 2%
90,587
+2,220
14
$13.1M 1.7%
36,977
+1,000
15
$12.7M 1.64%
45,499
+600
16
$12.1M 1.58%
137,401
+15
17
$11.4M 1.48%
77,469
+700
18
$11M 1.43%
45,372
+145
19
$10.6M 1.38%
225,290
+3,870
20
$10.4M 1.35%
91,229
+800
21
$9.02M 1.17%
48,420
+1,265
22
$8.94M 1.16%
43,246
+425
23
$8.61M 1.12%
136,985
-20,838
24
$8.21M 1.07%
78,014
+100
25
$8.17M 1.06%
29,525
1
2 3 4 5