TCM

Tradewinds Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Sells

1 +$3.48M
2 +$993K
3 +$365K
4
MA icon
Mastercard
MA
+$346K
5
STJ
St Jude Medical
STJ
+$314K

Sector Composition

1 Technology 22.62%
2 Industrials 6.96%
3 Consumer Discretionary 5.23%
4 Healthcare 3.99%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
406
427
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+100
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$8K 0.01%
+400
429
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62
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30
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432
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75
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434
$7K ﹤0.01%
36
435
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182
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436
$7K ﹤0.01%
408
437
$7K ﹤0.01%
+171
438
$7K ﹤0.01%
52
439
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169
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967
442
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107
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$7K ﹤0.01%
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448
$7K ﹤0.01%
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449
$7K ﹤0.01%
+163
450
$7K ﹤0.01%
180
+115