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
$686M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$19.1M
3 +$17M
4
TWTR
Twitter, Inc.
TWTR
+$15.7M
5
PANW icon
Palo Alto Networks
PANW
+$14.4M

Top Sells

1 +$27.4M
2 +$14.6M
3 +$13.4M
4
EL icon
Estee Lauder
EL
+$13.4M
5
UHAL icon
U-Haul Holding Co
UHAL
+$13.2M

Sector Composition

1 Technology 25.38%
2 Financials 17.33%
3 Healthcare 15.2%
4 Consumer Discretionary 12.48%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,000
77
-568,116