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
$283M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.24M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$1.66M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$1.98M
2
+$1.5M
3
+$1.02M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$907K
5
JNJ icon
Johnson & Johnson
JNJ
+$894K

Sector Composition

1 Healthcare 16.39%
2 Energy 15.16%
3 Financials 15.1%
4 Technology 14.44%
5 Industrials 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.79%
+14,166
52
$2.22M 0.78%
66,882
+890
53
$2.16M 0.76%
81,898
-17,740
54
$2.08M 0.74%
29,982
+890
55
$2.07M 0.73%
51,485
56
$1.97M 0.7%
32,707
-896
57
$1.94M 0.69%
77,665
-2,300
58
$1.88M 0.66%
227,235
+4,660
59
$1.85M 0.65%
26,975
+1,348
60
$1.81M 0.64%
25,550
-100
61
$1.8M 0.64%
82,749
+803
62
$1.78M 0.63%
30,873
+250
63
$1.78M 0.63%
48,636
-280
64
$1.78M 0.63%
16,339
-470
65
$1.75M 0.62%
14,565
66
$1.71M 0.61%
30,000
-3,250
67
$1.57M 0.55%
8,872
68
$1.53M 0.54%
12,040
+788
69
$1.4M 0.5%
22,097
-1,139
70
$1.4M 0.5%
85,215
+1,630
71
$1.38M 0.49%
20,590
-200
72
$1.36M 0.48%
40,626
-1,087
73
$1.32M 0.47%
36,545
+2,075
74
$1.3M 0.46%
17,090
-100
75
$1.26M 0.45%
16,650
-1,750
1 2
3
4 5