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
$298M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.95M
3 +$1.41M
4
MAC icon
Macerich
MAC
+$1.38M
5
PRU icon
Prudential Financial
PRU
+$1.23M

Top Sells

1 +$2.61M
2 +$1.67M
3 +$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,000