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
51
$1.96M 0.72%
+60,327
52
$1.91M 0.7%
+19,278
53
$1.88M 0.69%
+24,455
54
$1.8M 0.66%
+81,946
55
$1.79M 0.66%
+51,485
56
$1.76M 0.65%
+29,092
57
$1.75M 0.65%
+222,575
58
$1.75M 0.64%
+33,603
59
$1.69M 0.62%
+33,250
60
$1.68M 0.62%
+14,565
61
$1.62M 0.6%
+25,627
62
$1.62M 0.6%
+8,872
63
$1.6M 0.59%
+16,809
64
$1.59M 0.59%
+30,623
65
$1.52M 0.56%
+25,650
66
$1.5M 0.55%
+48,916
67
$1.5M 0.55%
+33,513
68
$1.43M 0.53%
+18,400
69
$1.4M 0.52%
+23,236
70
$1.31M 0.48%
+83,585
71
$1.29M 0.48%
+11,252
72
$1.29M 0.47%
+41,713
73
$1.25M 0.46%
+20,790
74
$1.21M 0.45%
+63,467
75
$1.19M 0.44%
+17,190
1 2
3
4 5