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
$301M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.8M
3
+$2.48M
4
AON icon
Aon
AON
+$2.13M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.39M

Top Sells

1
+$3.1M
2
+$2.72M
3
+$1.84M
4
SLB icon
SLB Limited
SLB
+$1.76M
5
SYK icon
Stryker
SYK
+$1.62M

Sector Composition

1 Healthcare 17.88%
2 Financials 17.61%
3 Industrials 13.56%
4 Technology 12.51%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.56%
12,557
+145
52
$1.66M 0.55%
44,540
-7,440
53
$1.65M 0.55%
16,130
-336
54
$1.57M 0.52%
22,800
-4,650
55
$1.53M 0.51%
90,440
-9,690
56
$1.49M 0.5%
20,250
-23,875
57
$1.49M 0.49%
76,340
-6,425
58
$1.47M 0.49%
25,064
+16,643
59
$1.47M 0.49%
14,315
-840
60
$1.46M 0.48%
26,988
-20,702
61
$1.45M 0.48%
12,700
-1,160
62
$1.39M 0.46%
+13,436
63
$1.39M 0.46%
14,568
-65
64
$1.37M 0.46%
8,715
-50
65
$1.36M 0.45%
13,850
-1,725
66
$1.36M 0.45%
64,735
-1,940
67
$1.31M 0.43%
33,700
-6,535
68
$1.28M 0.42%
+45,105
69
$1.27M 0.42%
7,919
-523
70
$1.22M 0.4%
45,335
-25
71
$1.21M 0.4%
+22,640
72
$1.2M 0.4%
57,682
-2,616
73
$1.15M 0.38%
+23,737
74
$1.11M 0.37%
11,165
75
$1.06M 0.35%
25,825
-695
1 2
3
4 5