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
$147M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Sells

1 +$1.59M
2 +$1.3M
3 +$446K
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$178K
5
VMI icon
Valmont Industries
VMI
+$124K

Sector Composition

1 Technology 23.15%
2 Industrials 6.7%
3 Consumer Discretionary 4.9%
4 Healthcare 4.42%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
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364
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+1,000
446
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448
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449
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450
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