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
$309M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.07M
3
+$2.27M
4
SLB icon
SLB Ltd
SLB
+$1.22M
5
BHI
Baker Hughes
BHI
+$905K

Top Sells

1
+$1.96M
2
+$1.95M
3
+$1.65M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$1.57M
5
DOX icon
Amdocs
DOX
+$1.41M

Sector Composition

1 Healthcare 16.86%
2 Financials 16.01%
3 Technology 15.97%
4 Energy 15.05%
5 Industrials 14.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.31%
62,084
+13,925
27
$3.82M 1.24%
89,182
-4,065
28
$3.77M 1.22%
23,006
+5,435
29
$3.77M 1.22%
38,414
+1,250
30
$3.73M 1.21%
49,610
-7,529
31
$3.72M 1.21%
393,693
-4,200
32
$3.64M 1.18%
44,726
-4,395
33
$3.63M 1.18%
103,883
+4,961
34
$3.54M 1.15%
26,730
+235
35
$3.45M 1.12%
+86,260
36
$3.33M 1.08%
28,047
-16,516
37
$3.12M 1.01%
27,357
-151
38
$3.07M 0.99%
+106,095
39
$2.96M 0.96%
76,904
+10,604
40
$2.93M 0.95%
33,709
+1,531
41
$2.9M 0.94%
62,323
-30,370
42
$2.85M 0.92%
29,130
-2,224
43
$2.83M 0.92%
89,840
-720
44
$2.73M 0.89%
102,400
+3,545
45
$2.58M 0.84%
63,580
-840
46
$2.52M 0.82%
43,269
-3,935
47
$2.48M 0.8%
29,720
-3,257
48
$2.44M 0.79%
79,255
+1,150
49
$2.36M 0.76%
49,985
50
$2.3M 0.75%
27,264
-233
1
2
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