TCM

Twin Capital Management Portfolio holdings

AUM $941M
1-Year Est. Return 23.22%
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$622K 0.06%
+42,360
227
$593K 0.06%
27,680
-160
228
$578K 0.05%
5,940
-30
229
$561K 0.05%
12,110
+1,420
230
$540K 0.05%
14,540
-77,480
231
$522K 0.05%
+6,470
232
$511K 0.05%
16,690
-1,250
233
$471K 0.04%
+48,610
234
$466K 0.04%
6,065
235
$463K 0.04%
12,830
-3,300
236
$463K 0.04%
4,770
+40
237
$452K 0.04%
3,610
+620
238
$434K 0.04%
10,322
239
$426K 0.04%
7,710
+1,380
240
$422K 0.04%
5,860
+1,040
241
$417K 0.04%
4,230
242
$405K 0.04%
11,640
+120
243
$394K 0.04%
7,330
+1,330
244
$387K 0.04%
6,540
+1,190
245
$361K 0.03%
2,510
+480
246
$355K 0.03%
4,900
-55,590
247
$351K 0.03%
5,100
+900
248
$348K 0.03%
52,640
+860
249
$303K 0.03%
10,270
+1,850
250
$298K 0.03%
3,710
+670
8 9
10
11 12