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
126
– –
-11,268
127
– –
-5,875
128
– –
-5,750
129
– –
-115
130
– –
-18,300
2 3 4 5
6