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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.8M
3
+$4.69M
4
PM icon
Philip Morris
PM
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
+$5.07M
2
+$4.42M
3
+$3.35M
4
CVS icon
CVS Health
CVS
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.8M 10.12%
184,651
-3,337
2
$68.9M 8.96%
361,775
-4,400
3
$63.3M 8.24%
334,510
+1,395
4
$61.8M 8.04%
246,947
-13,364
5
$51.8M 6.74%
56,512
-5,530
6
$46.7M 6.07%
147,721
-83
7
$36.3M 4.73%
218,096
+6,650
8
$26.4M 3.44%
58,267
+7,726
9
$20.8M 2.71%
117,097
-164
10
$18.1M 2.35%
35,755
-1,670
11
$15.3M 1.99%
69,795
+21,375
12
$14.6M 1.89%
64,481
+21,235
13
$14.5M 1.89%
100,217
+2,539
14
$13.6M 1.77%
282,790
+57,500
15
$13.5M 1.76%
88,747
-1,840
16
$13M 1.69%
36,877
-100
17
$11.4M 1.48%
47,122
+1,750
18
$11M 1.43%
76,144
-1,325
19
$10.5M 1.37%
215,593
-40,330
20
$9.1M 1.18%
75,605
+31,876
21
$8.93M 1.16%
39,175
+33,123
22
$8.58M 1.12%
86,292
-4,937
23
$8.52M 1.11%
37,099
-8,400
24
$7.76M 1.01%
26,514
-3,011
25
$7.76M 1.01%
21,608
-25
1
2 3 4 5