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
$309M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.51M
3
+$2.89M
4
WTW icon
Willis Towers Watson
WTW
+$2.09M
5
AXP icon
American Express
AXP
+$2.01M

Top Sells

1
+$3.12M
2
+$2M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.93M
5
AFL icon
Aflac
AFL
+$1.91M

Sector Composition

1 Healthcare 18.72%
2 Financials 18.66%
3 Industrials 14.3%
4 Technology 13.08%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.38M 2.71%
60,736
-8,571
2
$8.06M 2.61%
133,145
+750
3
$7.69M 2.49%
140,282
-2,683
4
$7.36M 2.38%
236,484
-9,684
5
$7.15M 2.31%
175,910
-70
6
$6.8M 2.2%
67,566
-2,198
7
$6.78M 2.19%
69,949
+2,520
8
$6.77M 2.19%
86,802
-1,349
9
$6.39M 2.07%
232,023
-4,571
10
$6.23M 2.02%
111,084
-19,924
11
$5.67M 1.83%
47,681
-845
12
$5.55M 1.79%
80,036
+783
13
$5.39M 1.74%
32,580
-410
14
$5.38M 1.74%
98,276
-3,989
15
$5.36M 1.73%
115,595
-2,131
16
$5.2M 1.68%
62,290
+18,540
17
$5.15M 1.67%
34,347
+30,990
18
$5.15M 1.67%
97,329
+257
19
$4.89M 1.58%
81,117
-4,099
20
$4.86M 1.57%
34,750
+1,150
21
$4.81M 1.55%
103,841
-21,445
22
$4.74M 1.53%
151,606
-5,095
23
$4.58M 1.48%
24,379
-635
24
$4.54M 1.47%
155,082
-5,947
25
$4.39M 1.42%
47,111
-939
1
2 3 4 5