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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$7.76M
3
+$6.83M
4
MRK icon
Merck
MRK
+$6.17M
5
MMC icon
Marsh & McLennan
MMC
+$5.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.74%
2 Technology 15.44%
3 Energy 15.18%
4 Financials 14.12%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.43%
+29,980
77
$1.12M 0.41%
+11,360
78
$1.1M 0.41%
+34,470
79
$1.09M 0.4%
+17,145
80
$1.08M 0.4%
+18,542
81
$1.07M 0.39%
+25,920
82
$1.07M 0.39%
+17,201
83
$1.04M 0.39%
+37,086
84
$1.02M 0.38%
+9,250
85
$924K 0.34%
+21,167
86
$915K 0.34%
+11,461
87
$884K 0.33%
+101,895
88
$875K 0.32%
+17,829
89
$863K 0.32%
+15,077
90
$839K 0.31%
+63,605
91
$827K 0.3%
+20,850
92
$798K 0.29%
+17,998
93
$791K 0.29%
+7,075
94
$691K 0.25%
+14,125
95
$671K 0.25%
+17,077
96
$648K 0.24%
+12,903
97
$638K 0.24%
+23,885
98
$583K 0.21%
+13,706
99
$580K 0.21%
+8,100
100
$557K 0.21%
+7,454
2 3
4
5 6