TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
-1.24%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(-1.7%)
Cap. Flow
+$874K
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
135
New
3
Increased
46
Reduced
56
Closed
9
Top Buys
| 1 |
Medtronic
MDT
|
$5.37M |
| 2 |
Suncor Energy
SU
|
$1.92M |
| 3 |
Target
TGT
|
$1.83M |
| 4 |
Horizon Bancorp
HBNC
|
$1.59M |
| 5 |
Citigroup
C
|
$1.08M |
Top Sells
| 1 |
Eldorado Gold
EGO
|
$1.92M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.79M |
| 3 |
VF Corp
VFC
|
$1.45M |
| 4 |
Apple
AAPL
|
$1.25M |
| 5 |
Williams Companies
WMB
|
$1.04M |
Sector Composition
| 1 | Healthcare | 19.12% |
| 2 | Financials | 16.74% |
| 3 | Energy | 16.02% |
| 4 | Technology | 13.92% |
| 5 | Industrials | 13.18% |