TCM

Tran Capital Management Portfolio holdings

AUM $850M
1-Year Est. Return 25.34%
This Quarter Est. Return
1 Year Est. Return
+25.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$88.2M
2 +$43.7M
3 +$41M
4
DHR icon
Danaher
DHR
+$16.3M
5
V icon
Visa
V
+$7.67M

Top Sells

1 +$145M
2 +$126M
3 +$87.7M
4
APTV icon
Aptiv
APTV
+$85.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$57.7M

Sector Composition

1 Healthcare 25.81%
2 Financials 17.52%
3 Communication Services 14.22%
4 Technology 10.7%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,094,480
52
-4,642,533