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
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.07M
3
+$2.27M
4
SLB icon
SLB Ltd
SLB
+$1.22M
5
BHI
Baker Hughes
BHI
+$905K

Top Sells

1
+$1.96M
2
+$1.95M
3
+$1.65M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$1.57M
5
DOX icon
Amdocs
DOX
+$1.41M

Sector Composition

1 Healthcare 16.86%
2 Financials 16.01%
3 Technology 15.97%
4 Energy 15.05%
5 Industrials 14.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.74%
81,785
-1,084
52
$2.27M 0.74%
18,215
+5,215
53
$2.27M 0.73%
+47,640
54
$2.21M 0.71%
42,911
-2,355
55
$2.18M 0.71%
218,410
-7,425
56
$2.09M 0.68%
19,764
-1,559
57
$2.07M 0.67%
27,229
+965
58
$2.07M 0.67%
25,291
-1,150
59
$2.07M 0.67%
29,414
-1,153
60
$2.05M 0.66%
24,742
+60
61
$1.98M 0.64%
20,269
+12,469
62
$1.97M 0.64%
25,350
-200
63
$1.94M 0.63%
48,530
64
$1.91M 0.62%
14,565
65
$1.78M 0.58%
26,896
-5,513
66
$1.67M 0.54%
13,984
-480
67
$1.6M 0.52%
8,718
-212
68
$1.59M 0.52%
37,899
-2,160
69
$1.5M 0.49%
18,732
-9,980
70
$1.44M 0.47%
51,508
+3,610
71
$1.44M 0.46%
34,320
-1,960
72
$1.42M 0.46%
27,250
-500
73
$1.4M 0.45%
30,785
+265
74
$1.4M 0.45%
88,290
+1,165
75
$1.37M 0.44%
19,502
1 2
3
4 5