TCM

Tradewinds Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.05%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
+75
402
$8K 0.01%
250
403
$8K 0.01%
261
-27
404
$7K ﹤0.01%
300
405
$7K ﹤0.01%
36
406
$7K ﹤0.01%
62
+25
407
$7K ﹤0.01%
52
408
$7K ﹤0.01%
198
409
$7K ﹤0.01%
75
410
$7K ﹤0.01%
967
411
$7K ﹤0.01%
201
412
$7K ﹤0.01%
124
413
$7K ﹤0.01%
233
414
$7K ﹤0.01%
+600
415
$7K ﹤0.01%
131
416
$7K ﹤0.01%
790
-272
417
$7K ﹤0.01%
+101
418
$7K ﹤0.01%
197
419
$7K ﹤0.01%
90
420
$6K ﹤0.01%
121
421
$6K ﹤0.01%
33
422
$6K ﹤0.01%
408
423
$6K ﹤0.01%
50
424
$6K ﹤0.01%
129
425
$6K ﹤0.01%
6
+4