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
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.71%
143,251
+3,751
52
$2.2M 0.71%
25,891
-1,400
53
$2.13M 0.69%
42,210
-2,405
54
$2.13M 0.69%
27,106
-300
55
$2.09M 0.68%
+16,387
56
$2M 0.65%
20,580
-60
57
$1.96M 0.63%
37,340
-215
58
$1.95M 0.63%
187,738
+5,580
59
$1.89M 0.61%
38,965
+32,780
60
$1.81M 0.59%
24,041
-1,190
61
$1.79M 0.58%
26,395
+1,825
62
$1.75M 0.57%
19,799
-2,623
63
$1.71M 0.55%
35,685
+290
64
$1.68M 0.54%
13,880
-610
65
$1.6M 0.52%
29,625
-4,340
66
$1.6M 0.52%
14,976
-3,355
67
$1.48M 0.48%
15,240
-650
68
$1.45M 0.47%
99,670
+315
69
$1.43M 0.46%
34,514
70
$1.42M 0.46%
12,500
-250
71
$1.36M 0.44%
68,902
+1,440
72
$1.34M 0.43%
+45,521
73
$1.34M 0.43%
20,513
-880
74
$1.33M 0.43%
24,553
-2,160
75
$1.33M 0.43%
8,765
1 2
3
4 5