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
$306M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.15M
3
+$2.65M
4
EMR icon
Emerson Electric
EMR
+$2.32M
5
POT
Potash Corp Of Saskatchewan
POT
+$2.01M

Top Sells

1
+$2.21M
2
+$2.21M
3
+$2.07M
4
KMB icon
Kimberly-Clark
KMB
+$1.57M
5
DIS icon
Walt Disney
DIS
+$1.54M

Sector Composition

1 Technology 15.93%
2 Financials 15.89%
3 Industrials 15.31%
4 Energy 14.99%
5 Healthcare 14.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 3.12%
81,507
-3,360
2
$7.27M 2.37%
79,360
-7,235
3
$7.21M 2.36%
123,371
+23,339
4
$7M 2.29%
187,207
-6,436
5
$6.48M 2.12%
323,232
+56,280
6
$6.41M 2.09%
246,796
+34,494
7
$6.38M 2.08%
131,931
-3,678
8
$5.97M 1.95%
56,780
-119
9
$5.9M 1.93%
25,796
+8,187
10
$5.66M 1.85%
213,219
-2,576
11
$5.57M 1.82%
44,563
-381
12
$5.46M 1.78%
114,312
-19,009
13
$5.44M 1.78%
40,493
+7,370
14
$5.41M 1.77%
77,036
+33,131
15
$5.35M 1.75%
129,534
+78
16
$5.17M 1.69%
230,515
+118,139
17
$5.12M 1.67%
203,720
+23,084
18
$5.07M 1.66%
82,013
+51,140
19
$5.07M 1.66%
99,226
+1,346
20
$5.05M 1.65%
239,960
-898
21
$4.97M 1.62%
44,607
-11,380
22
$4.59M 1.5%
111,328
-3,823
23
$4.43M 1.45%
134,331
+60,941
24
$4.4M 1.44%
58,628
-19,685
25
$4.22M 1.38%
397,893
-14,351
1
2 3 4 5