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
$369M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.88M
3 +$2.68M
4
SLB icon
SLB Limited
SLB
+$2.39M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.65M

Top Sells

1 +$3.62M
2 +$2.93M
3 +$2.75M
4
DEO icon
Diageo
DEO
+$2.14M
5
KMB icon
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%