TCM
Tradition Capital Management Portfolio holdings
AUM
$369M
This Quarter Return
+2.92%
1 Year Return
+6.73%
3 Year Return
+43.57%
5 Year Return
+54.57%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(-1.1%)
Cap. Flow
-$9.27M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
24.5%
Holding
169
New
9
Increased
17
Reduced
109
Closed
8
Top Buys
| 1 |
Novartis
NVS
|
$2.34M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.95M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.41M |
| 4 |
Macerich
MAC
|
$1.38M |
| 5 |
Prudential Financial
PRU
|
$1.23M |
Top Sells
| 1 |
Williams Companies
WMB
|
$2.61M |
| 2 |
BHI
Baker Hughes
BHI
|
$1.67M |
| 3 |
FedEx
FDX
|
$1.28M |
| 4 |
Johnson & Johnson
JNJ
|
$1.18M |
| 5 |
JPMorgan Chase
JPM
|
$1.18M |
Sector Composition
| 1 | Healthcare | 20.66% |
| 2 | Financials | 17.89% |
| 3 | Industrials | 12.61% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 7.45% |