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
$741M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$240K
3
+$233K
4
NVDA icon
NVIDIA
NVDA
+$216K
5
AMLP icon
Alerian MLP ETF
AMLP
+$195K

Top Sells

1
+$3.72M
2
+$966K
3
+$598K
4
NKE icon
Nike
NKE
+$515K
5
PM icon
Philip Morris
PM
+$414K

Sector Composition

1 Technology 25.83%
2 Communication Services 16.56%
3 Financials 14.21%
4 Healthcare 12.55%
5 Consumer Staples 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 9.38%
185,155
+504
2
$56.5M 7.62%
361,573
-202
3
$54.3M 7.32%
244,257
-2,690
4
$51.9M 7%
148,035
+314
5
$51.8M 6.99%
334,983
+473
6
$49.7M 6.71%
52,580
-3,932
7
$31.2M 4.21%
58,627
+360
8
$30.6M 4.13%
218,766
+670
9
$24.5M 3.3%
116,915
-182
10
$18.6M 2.51%
35,590
-165
11
$16.7M 2.25%
100,740
+523
12
$14.9M 2.01%
286,540
+3,750
13
$13.8M 1.86%
47,932
+810
14
$13.8M 1.86%
65,186
+705
15
$13.5M 1.82%
71,055
+1,260
16
$13.2M 1.78%
87,752
-995
17
$12.7M 1.71%
75,958
-186
18
$11.6M 1.56%
72,995
-2,610
19
$11.4M 1.54%
36,552
-325
20
$10.2M 1.38%
210,493
-5,100
21
$9.42M 1.27%
39,865
+690
22
$8.62M 1.16%
21,608
23
$8.11M 1.09%
178,787
+1,700
24
$7.96M 1.07%
26,066
-448
25
$7.56M 1.02%
84,192
-2,100
1
2 3 4 5