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
$301M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.8M
3
+$2.48M
4
AON icon
Aon
AON
+$2.13M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.39M

Top Sells

1
+$3.1M
2
+$2.72M
3
+$1.84M
4
SLB icon
SLB Limited
SLB
+$1.76M
5
SYK icon
Stryker
SYK
+$1.62M

Sector Composition

1 Healthcare 17.88%
2 Financials 17.61%
3 Industrials 13.56%
4 Technology 12.51%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.99M 2.65%
57,370
-3,390
2
$7.97M 2.64%
144,273
-15,115
3
$7.47M 2.48%
148,007
-6,158
4
$7.18M 2.38%
121,317
-6,905
5
$7.14M 2.37%
66,017
-3,623
6
$7.07M 2.35%
67,001
-5,333
7
$6.38M 2.12%
233,972
-17,420
8
$6.32M 2.1%
35,045
+3,145
9
$6.3M 2.09%
103,583
-7,630
10
$6.25M 2.08%
219,703
-16,501
11
$6.16M 2.04%
107,799
+51,174
12
$6.07M 2.01%
47,792
-2,740
13
$5.98M 1.98%
79,682
-6,253
14
$5.4M 1.79%
74,860
-19,105
15
$5.24M 1.74%
34,398
-7,595
16
$5.18M 1.72%
31,865
-1,053
17
$5.16M 1.71%
100,962
+19,185
18
$4.7M 1.56%
199,819
+105,386
19
$4.69M 1.56%
112,146
-6,437
20
$4.6M 1.53%
142,245
-7,518
21
$4.55M 1.51%
84,235
-7,230
22
$4.46M 1.48%
211,945
-17,160
23
$4.17M 1.39%
29,474
-5,040
24
$3.86M 1.28%
87,155
-5,995
25
$3.83M 1.27%
45,310
-1,813
1
2 3 4 5