TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.62M
3
+$3.55M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
MCD icon
McDonald's
MCD
+$3.08M

Top Sells

1
+$9.69M
2
+$7.78M
3
+$5.16M
4
ETN icon
Eaton
ETN
+$4.6M
5
MO icon
Altria Group
MO
+$4.44M

Sector Composition

1 Technology 20.43%
2 Healthcare 14.63%
3 Financials 12.3%
4 Communication Services 9.29%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$597K 0.06%
5,380
+3,330
227
$593K 0.06%
10,547
-250
228
$575K 0.06%
7,399
-59,209
229
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3,910
-500
230
$567K 0.06%
7,560
+90
231
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232
$548K 0.06%
4,282
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233
$533K 0.06%
11,340
+300
234
$523K 0.06%
8,790
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235
$523K 0.06%
6,250
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236
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18,440
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237
$503K 0.05%
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238
$502K 0.05%
26,286
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239
$486K 0.05%
10,640
-110
240
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3,120
241
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242
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243
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25,232
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244
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245
$427K 0.05%
5,830
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246
$424K 0.05%
7,060
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247
$414K 0.04%
18,782
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248
$399K 0.04%
14,796
+130
249
$392K 0.04%
14,660
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250
$391K 0.04%
4,558
+30
8 9
10
11 12