VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.59M
3
+$2.53M
4
AMD icon
Advanced Micro Devices
AMD
+$2.11M
5
COST icon
Costco
COST
+$2.05M

Top Sells

1
+$1.98M
2
+$974K
3
+$527K
4
NKE icon
Nike
NKE
+$352K
5
THC icon
Tenet Healthcare
THC
+$335K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.8M 10.92%
177,251
+10,966
2
$82.2M 9.78%
337,398
+7,845
3
$77.8M 9.26%
320,128
+7,565
4
$60.1M 7.15%
213,631
+4,410
5
$54.4M 6.47%
213,667
-8,747
6
$48.4M 5.76%
141,683
+7,303
7
$45.4M 5.41%
49,092
+2,141
8
$29M 3.46%
57,761
+3,334
9
$25.6M 3.04%
110,376
+6,231
10
$17.8M 2.11%
95,736
+7,400
11
$17M 2.03%
47,898
+2,351
12
$16M 1.9%
72,849
+8,679
13
$13.4M 1.6%
100,250
14
$12.7M 1.52%
271,390
+18,100
15
$12.7M 1.51%
63,985
+3,581
16
$11.6M 1.38%
71,755
+9,590
17
$10.9M 1.29%
69,898
+500
18
$10.7M 1.28%
192,761
+8,998
19
$10.7M 1.28%
76,395
-1,207
20
$10.3M 1.22%
29,800
+200
21
$10.1M 1.2%
16,510
+12,633
22
$8.52M 1.01%
36,065
+1,925
23
$8.46M 1.01%
34,287
+2,617
24
$7.49M 0.89%
21,008
-300
25
$7.08M 0.84%
42,030
+5,713
1
2 3 4 5