TCM

Tran Capital Management Portfolio holdings

AUM $835M
1-Year Est. Return 25.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.23%
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 +$33.5M
2 +$19.8M
3 +$11.3M
4
CLVT icon
Clarivate
CLVT
+$8.84M
5
ENJY
Enjoy Technology, Inc. Common Stock
ENJY
+$4.03M

Top Sells

1 +$25.5M
2 +$10.5M
3 +$9.64M
4
BALL icon
Ball Corp
BALL
+$9.05M
5
INTU icon
Intuit
INTU
+$8.55M

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