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
$1.25B
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$20.6M
3 +$9.83M
4
CLVT icon
Clarivate
CLVT
+$8.98M
5
AMZN icon
Amazon
AMZN
+$3.51M

Top Sells

1 +$25.6M
2 +$10.5M
3 +$10.5M
4
BALL icon
Ball Corp
BALL
+$9.42M
5
INTU icon
Intuit
INTU
+$8.91M

Sector Composition

1 Technology 29.59%
2 Healthcare 16.94%
3 Consumer Discretionary 14.35%
4 Financials 13.28%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,736