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
$770M
AUM Growth
-$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$25.3M
3 +$21M
4
EQIX icon
Equinix
EQIX
+$11.1M
5
ALK icon
Alaska Air
ALK
+$10.4M

Top Sells

1 +$45.3M
2 +$30M
3 +$24.7M
4
PGR icon
Progressive
PGR
+$23.3M
5
RJF icon
Raymond James Financial
RJF
+$22.1M

Sector Composition

1 Technology 26.83%
2 Healthcare 19.68%
3 Industrials 16.67%
4 Financials 12.89%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-278,537
52
-139,402