TCM

Tradewinds Capital Management Portfolio holdings

AUM $398M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.71%
2 Industrials 7.97%
3 Healthcare 5.49%
4 Consumer Discretionary 4.39%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
0
602
$0 ﹤0.01%
+1
603
0
604
$0 ﹤0.01%
+15
605
$0 ﹤0.01%
+12
606
$0 ﹤0.01%
+8
607
$0 ﹤0.01%
+19
608
$0 ﹤0.01%
+14
609
$0 ﹤0.01%
+200
610
$0 ﹤0.01%
+31
611
$0 ﹤0.01%
+14
612
$0 ﹤0.01%
+55