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
$913M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.3M
3
+$2.09M
4
ADSK icon
Autodesk
ADSK
+$1.92M
5
ORCL icon
Oracle
ORCL
+$1.91M

Top Sells

1
+$3.72M
2
+$2.23M
3
+$2.21M
4
TGT icon
Target
TGT
+$2.1M
5
VTR icon
Ventas
VTR
+$1.79M

Sector Composition

1 Technology 33.41%
2 Financials 12.85%
3 Consumer Discretionary 10.89%
4 Healthcare 10.35%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$581K 0.06%
13,730
-482
227
$580K 0.06%
9,356
-139
228
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229
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25,975
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592
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250
$408K 0.04%
12,515
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