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
$886M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.97M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1
+$4.5M
2
+$2.81M
3
+$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.38M
5
GIS icon
General Mills
GIS
+$1.86M

Sector Composition

1 Technology 32.19%
2 Financials 12.43%
3 Healthcare 11.79%
4 Consumer Discretionary 10.1%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$584K 0.07%
9,937
-20,737
227
$574K 0.06%
10,859
+36
228
$572K 0.06%
1,519
-53
229
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16,496
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230
$568K 0.06%
+17,608
231
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+1,305
232
$560K 0.06%
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233
$558K 0.06%
9,777
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234
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+5,360
235
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2,354
-18
236
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4,705
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237
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238
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239
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240
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241
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242
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243
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245
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246
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247
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248
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249
$442K 0.05%
1,451
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250
$438K 0.05%
6,662
-128
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10
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