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
$306M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.15M
3
+$2.65M
4
EMR icon
Emerson Electric
EMR
+$2.32M
5
POT
Potash Corp Of Saskatchewan
POT
+$2.01M

Top Sells

1
+$2.21M
2
+$2.21M
3
+$2.07M
4
KMB icon
Kimberly-Clark
KMB
+$1.57M
5
DIS icon
Walt Disney
DIS
+$1.54M

Sector Composition

1 Technology 15.93%
2 Financials 15.89%
3 Industrials 15.31%
4 Energy 14.99%
5 Healthcare 14.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 1.36%
143,240
+527
27
$4.01M 1.31%
57,139
-7,705
28
$3.82M 1.25%
92,693
-15,467
29
$3.81M 1.24%
26,495
-430
30
$3.77M 1.23%
93,247
+3,075
31
$3.73M 1.22%
50,297
-605
32
$3.69M 1.21%
49,121
-3,128
33
$3.61M 1.18%
37,164
+666
34
$3.47M 1.13%
98,922
+2,295
35
$3.18M 1.04%
79,457
-55,161
36
$3.17M 1.04%
31,354
-21,799
37
$3.15M 1.03%
+98,855
38
$3.11M 1.02%
17,571
+3,405
39
$3.02M 0.99%
90,560
-1,550
40
$2.96M 0.97%
27,508
-7,104
41
$2.77M 0.91%
47,204
-16,822
42
$2.73M 0.89%
32,977
-15,269
43
$2.66M 0.87%
48,159
-533
44
$2.54M 0.83%
66,300
-582
45
$2.5M 0.82%
32,178
-815
46
$2.48M 0.81%
64,420
+2,155
47
$2.39M 0.78%
45,266
-20,046
48
$2.39M 0.78%
40,744
-5,063
49
$2.31M 0.76%
82,869
+120
50
$2.3M 0.75%
26,441
-1,735
1
2
3 4 5