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
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 1.41%
134,920
-1,778
27
$4.33M 1.4%
84,014
+13,164
28
$4.05M 1.31%
97,164
-2,990
29
$3.9M 1.26%
50,825
-2,510
30
$3.72M 1.2%
99,902
-83,916
31
$3.7M 1.2%
58,248
-3,375
32
$3.69M 1.19%
39,999
-1,659
33
$3.6M 1.16%
26,763
-2,797
34
$3.51M 1.14%
+75,365
35
$3.32M 1.07%
76,097
-13,965
36
$3.19M 1.03%
22,746
-544
37
$2.96M 0.96%
26,820
-13,036
38
$2.91M 0.94%
26,857
-524
39
$2.89M 0.93%
+149,900
40
$2.62M 0.85%
45,885
-3,500
41
$2.62M 0.85%
33,554
+25,725
42
$2.58M 0.83%
24,562
+202
43
$2.57M 0.83%
93,536
-1,665
44
$2.5M 0.81%
226,305
-1,775
45
$2.46M 0.79%
43,362
-34,063
46
$2.43M 0.79%
41,478
-215
47
$2.3M 0.74%
56,692
-4,604
48
$2.25M 0.73%
88,091
-3,399
49
$2.24M 0.72%
118,636
-102,658
50
$2.22M 0.72%
35,482
-8,620
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