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
$321M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.57%
2 Industrials 1.65%
3 Consumer Discretionary 0.91%
4 Financials 0.74%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$74.1K 0.02%
3,952
102
$73.9K 0.02%
2,576
-222
103
$73.6K 0.02%
166
104
$73.1K 0.02%
2,569
105
$72.7K 0.02%
600
106
$71K 0.02%
1,125
107
$70.2K 0.02%
1,166
-50
108
$68.9K 0.02%
1,852
-33
109
$68K 0.02%
1,855
+18
110
$67.7K 0.02%
308
+2
111
$64.2K 0.02%
21,829
+3,780
112
$61.6K 0.02%
707
113
$61.5K 0.02%
8,002
-279
114
$60.9K 0.02%
567
115
$59.2K 0.02%
1,793
116
$57.8K 0.02%
400
117
$56.6K 0.02%
5,018
118
$56.5K 0.02%
5,988
119
$55.1K 0.02%
3,455
+19
120
$52.9K 0.02%
485
121
$52.7K 0.02%
265
122
$52.4K 0.02%
6,023
123
$50.6K 0.02%
800
124
$50.3K 0.02%
450
125
$48.4K 0.02%
150