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TCM

Twin Capital Management Portfolio holdings

AUM $776M
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.08M
3
+$1.89M
4
ORCL icon
Oracle
ORCL
+$1.86M
5
CG icon
Carlyle Group
CG
+$1.82M

Top Sells

1
+$6.83M
2
+$5.18M
3
+$4.58M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.51M
5
COST icon
Costco
COST
+$2.9M

Sector Composition

1 Technology 28.52%
2 Healthcare 13.9%
3 Financials 12.14%
4 Consumer Discretionary 10.26%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$238K 0.03%
8,247
-743
252
$236K 0.03%
+1,801
253
$215K 0.03%
6,478
254
$200K 0.03%
1,630
-3,220
255
– –
-15,067
256
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-340
257
– –
-10,848
258
– –
-7,334
259
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-2,023
260
– –
-3,346
261
– –
-25,265
262
– –
-1,944
263
– –
-13,235
264
– –
-10,598
265
– –
-1,865
266
– –
-21,803
267
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-1,492
268
– –
-6,719
269
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-7,289
270
– –
-5,254
271
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-3,680
272
– –
-8,116
273
– –
-3,889
7 8 9 10
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