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
76
$1.35M 0.44%
16,090
-1,000
77
$1.32M 0.43%
18,680
-3,417
78
$1.31M 0.43%
18,304
-238
79
$1.3M 0.42%
19,090
-1,500
80
$1.29M 0.42%
30,520
+5,000
81
$1.23M 0.4%
17,315
-30
82
$1.12M 0.37%
87,300
+24,115
83
$1.06M 0.35%
8,950
84
$1.06M 0.35%
20,943
-225
85
$1.05M 0.34%
109,765
+4,720
86
$1.04M 0.34%
11,461
87
$1M 0.33%
20,150
-700
88
$899K 0.29%
13,793
-1,092
89
$879K 0.29%
14,275
-3,597
90
$850K 0.28%
+19,253
91
$840K 0.27%
29,998
-7,145
92
$837K 0.27%
14,025
-100
93
$827K 0.27%
16,229
-1,600
94
$794K 0.26%
6,705
-620
95
$760K 0.25%
9,336
-1,567
96
$711K 0.23%
13,706
97
$702K 0.23%
7,800
-200
98
$676K 0.22%
7,454
99
$658K 0.22%
16,377
-700
100
$655K 0.21%
3,549
+476
2 3
4
5 6