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
$271M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$8.32M
2 +$7.76M
3 +$6.83M
4
MRK icon
Merck
MRK
+$6.17M
5
MMC icon
Marsh & McLennan
MMC
+$5.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.74%
2 Technology 15.44%
3 Energy 15.18%
4 Financials 14.12%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.32M 3.07%
+96,905
2
$7.76M 2.86%
+84,862
3
$6.83M 2.52%
+197,647
4
$6.17M 2.27%
+139,112
5
$5.43M 2%
+136,069
6
$5.39M 1.99%
+63,691
7
$5.37M 1.98%
+221,739
8
$5.33M 1.97%
+45,054
9
$5.21M 1.92%
+78,565
10
$5.2M 1.92%
+98,411
11
$5.16M 1.9%
+128,575
12
$4.94M 1.82%
+54,693
13
$4.83M 1.78%
+55,888
14
$4.76M 1.75%
+128,285
15
$4.65M 1.72%
+214,897
16
$4.63M 1.71%
+114,405
17
$4.39M 1.62%
+243,004
18
$4.35M 1.6%
+97,250
19
$4.25M 1.57%
+421,749
20
$4.18M 1.54%
+177,095
21
$4.1M 1.51%
+50,092
22
$4.08M 1.5%
+66,029
23
$3.98M 1.47%
+135,787
24
$3.97M 1.46%
+98,393
25
$3.85M 1.42%
+39,920