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
$301M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.8M
3
+$2.48M
4
AON icon
Aon
AON
+$2.13M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.39M

Top Sells

1
+$3.1M
2
+$2.72M
3
+$1.84M
4
SLB icon
SLB Limited
SLB
+$1.76M
5
SYK icon
Stryker
SYK
+$1.62M

Sector Composition

1 Healthcare 17.88%
2 Financials 17.61%
3 Industrials 13.56%
4 Technology 12.51%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.25%
35,377
-908
27
$3.69M 1.22%
23,484
-1,948
28
$3.21M 1.06%
78,995
-6,696
29
$3.04M 1.01%
28,139
-2,243
30
$3.02M 1%
25,462
-1,447
31
$2.97M 0.99%
64,024
-6,190
32
$2.8M 0.93%
+170,078
33
$2.8M 0.93%
62,011
-5,685
34
$2.76M 0.92%
99,339
+27,069
35
$2.45M 0.81%
256,920
+22,825
36
$2.44M 0.81%
24,244
-1,550
37
$2.43M 0.81%
42,285
-2,950
38
$2.39M 0.79%
16,162
-8,559
39
$2.3M 0.76%
27,515
-225
40
$2.25M 0.75%
21,012
-15,130
41
$2.2M 0.73%
25,415
-2,645
42
$2.19M 0.73%
82,200
-5,450
43
$2.17M 0.72%
135,013
+35,685
44
$2.13M 0.71%
+20,385
45
$2.02M 0.67%
46,180
-5,260
46
$1.98M 0.66%
179,852
-22,061
47
$1.89M 0.63%
39,975
-735
48
$1.88M 0.62%
28,920
-134
49
$1.8M 0.6%
13,394
-3,605
50
$1.77M 0.59%
8,634
+3,254
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