TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
+12.87%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(+15%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
22.21%
Holding
203
New
22
Increased
75
Reduced
54
Closed
15
Top Buys
| 1 |
Lincoln National
LNC
|
$3.58M |
| 2 |
Verisk Analytics
VRSK
|
$2.88M |
| 3 |
IBM
IBM
|
$2.68M |
| 4 |
Schlumberger
SLB
|
$2.39M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.65M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$3.62M |
| 2 |
Medtronic
MDT
|
$2.93M |
| 3 |
Merck
MRK
|
$2.75M |
| 4 |
Diageo
DEO
|
$2.14M |
| 5 |
Kimberly-Clark
KMB
|
$2.13M |
Sector Composition
| 1 | Financials | 20.99% |
| 2 | Healthcare | 16.6% |
| 3 | Technology | 11.96% |
| 4 | Consumer Discretionary | 9.85% |
| 5 | Industrials | 9.2% |
