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
$306M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.15M
3
+$2.65M
4
EMR icon
Emerson Electric
EMR
+$2.32M
5
POT
Potash Corp Of Saskatchewan
POT
+$2.01M

Top Sells

1
+$2.21M
2
+$2.21M
3
+$2.07M
4
KMB icon
Kimberly-Clark
KMB
+$1.57M
5
DIS icon
Walt Disney
DIS
+$1.54M

Sector Composition

1 Technology 15.93%
2 Financials 15.89%
3 Industrials 15.31%
4 Energy 14.99%
5 Healthcare 14.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.72%
49,985
-1,500
52
$2.19M 0.72%
28,712
-20,187
53
$2.18M 0.71%
225,835
-1,400
54
$2.16M 0.71%
30,567
+585
55
$2.16M 0.71%
27,497
-262
56
$2.13M 0.7%
21,323
-15,696
57
$2.12M 0.69%
24,682
-8,398
58
$2.1M 0.69%
32,409
-298
59
$2.08M 0.68%
78,105
+440
60
$2.05M 0.67%
25,550
61
$1.99M 0.65%
48,530
-106
62
$1.89M 0.62%
14,565
63
$1.89M 0.62%
26,264
-711
64
$1.87M 0.61%
56,773
-25,125
65
$1.86M 0.61%
14,464
-1,875
66
$1.8M 0.59%
40,059
-46,212
67
$1.72M 0.56%
13,000
+960
68
$1.6M 0.52%
8,930
+58
69
$1.56M 0.51%
27,750
-2,250
70
$1.5M 0.49%
36,280
-265
71
$1.4M 0.46%
19,502
+2,301
72
$1.4M 0.46%
87,125
+1,910
73
$1.38M 0.45%
66,492
+1,525
74
$1.37M 0.45%
16,650
75
$1.36M 0.45%
47,898
+7,272
1 2
3
4 5