TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
+9.19%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+8.1%)
Cap. Flow
-$831K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
22.16%
Holding
139
New
5
Increased
35
Reduced
64
Closed
8
Top Buys
| 1 |
Devon Energy
DVN
|
$3.16M |
| 2 |
KBR
KBR
|
$3.15M |
| 3 |
Cisco
CSCO
|
$2.65M |
| 4 |
Emerson Electric
EMR
|
$2.32M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$2.01M |
Top Sells
| 1 |
Vodafone
VOD
|
$2.21M |
| 2 |
Exxon Mobil
XOM
|
$2.21M |
| 3 |
Waste Management
WM
|
$2.07M |
| 4 |
Kimberly-Clark
KMB
|
$1.57M |
| 5 |
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% |
