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

Top Buys

1 +$33.3M
2 +$20.7M
3 +$19.9M
4
PANW icon
Palo Alto Networks
PANW
+$18.4M
5
CTLT
CATALENT, INC.
CTLT
+$17.9M

Top Sells

1 +$27.4M
2 +$18.3M
3 +$15.4M
4
GWRE icon
Guidewire Software
GWRE
+$14.9M
5
EQIX icon
Equinix
EQIX
+$14M

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