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
$5.75B
AUM Growth
+$796M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$273M
2 +$179M
3 +$159M
4
TROW icon
T. Rowe Price
TROW
+$130M
5
SWK icon
Stanley Black & Decker
SWK
+$51.9M

Top Sells

1 +$222M
2 +$146M
3 +$95.5M
4
WFC icon
Wells Fargo
WFC
+$41.3M
5
ANSS
Ansys
ANSS
+$16.3M

Sector Composition

1 Industrials 27.7%
2 Technology 21.59%
3 Financials 16.61%
4 Communication Services 9.91%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$147K ﹤0.01%
17,891
+1,872
102
$138K ﹤0.01%
3,450
103
-40,825
104
-9,593
105
-10,037
106
-99,918
107
-1,000,085
108
-11,925
109
-4,000
110
-2,000