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
$307M
AUM Growth
-$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.47M
3
+$1.15M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.09M
5
TK icon
Teekay
TK
+$1M

Top Sells

1
+$2.28M
2
+$1.58M
3
+$1.44M
4
A icon
Agilent Technologies
A
+$1.43M
5
LO
LORILLARD INC COM STK
LO
+$1.34M

Sector Composition

1 Financials 20.06%
2 Healthcare 18.76%
3 Industrials 14.68%
4 Technology 12.82%
5 Energy 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.07%
+2,753
127
$23K 0.01%
10,000
128
– –
-34,514
129
– –
-17,056
130
– –
-2,850
131
– –
-20,513
2 3 4 5
6