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
251
$615K 0.06%
17,266
-2,140
252
$607K 0.06%
4,433
-550
253
$601K 0.06%
+10,107
254
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-361
255
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256
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257
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258
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259
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260
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7,260
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261
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262
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263
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264
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15,910
-2,139
265
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272
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273
$477K 0.05%
30,315
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274
$474K 0.05%
6,136
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275
$474K 0.05%
+3,705
9 10
11
12 13