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
$368M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.65M
3
+$4.33M
4
IBM icon
IBM
IBM
+$4.31M
5
ADI icon
Analog Devices
ADI
+$1.88M

Top Sells

1
+$1.53M
2
+$1.4M
3
+$1.12M
4
HBI icon
Hanesbrands
HBI
+$1.09M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 17.9%
2 Financials 17.39%
3 Technology 11.5%
4 Consumer Discretionary 9.07%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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