TCM

Tradition Capital Management Portfolio holdings

AUM $369M
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$7.76M
3
+$6.83M
4
MRK icon
Merck
MRK
+$6.17M
5
MMC icon
Marsh & McLennan
MMC
+$5.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.74%
2 Technology 15.44%
3 Energy 15.18%
4 Financials 14.12%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.4%
+16,336
27
$3.73M 1.37%
+58,998
28
$3.7M 1.36%
+261,072
29
$3.69M 1.36%
+138,681
30
$3.52M 1.3%
+37,751
31
$3.45M 1.27%
+53,329
32
$2.87M 1.06%
+47,016
33
$2.84M 1.05%
+62,526
34
$2.84M 1.05%
+33,840
35
$2.77M 1.02%
+93,948
36
$2.74M 1.01%
+66,228
37
$2.68M 0.99%
+52,119
38
$2.67M 0.98%
+109,621
39
$2.61M 0.96%
+89,810
40
$2.45M 0.9%
+28,325
41
$2.45M 0.9%
+33,622
42
$2.42M 0.89%
+67,071
43
$2.39M 0.88%
+27,759
44
$2.38M 0.88%
+43,580
45
$2.33M 0.86%
+50,571
46
$2.3M 0.85%
+65,992
47
$2.16M 0.8%
+99,638
48
$2.1M 0.77%
+18,882
49
$2.07M 0.76%
+79,965
50
$1.98M 0.73%
+125,640
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