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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$811K 0.08%
+9,196
227
$796K 0.08%
2,217
-260
228
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11,190
-9,390
229
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+7,386
231
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3,657
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232
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20,900
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233
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15,340
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234
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235
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236
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237
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6,399
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240
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243
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244
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52,270
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249
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23,250
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250
$621K 0.06%
9,170
-2,440
8 9
10
11 12