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
126
$214K 0.08%
+5,250
127
$14K 0.01%
+10,000