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
251
$425K 0.05%
4,361
-336
252
$411K 0.05%
1,682
-81
253
$410K 0.05%
506
+70
254
$397K 0.04%
2,637
-167
255
$396K 0.04%
1,148
-24
256
$395K 0.04%
+14,734
257
$382K 0.04%
+14,358
258
$340K 0.04%
+3,278
259
$335K 0.04%
1,034
-23
260
$335K 0.04%
5,164
-137
261
$321K 0.04%
3,182
+29
262
$288K 0.03%
+709
263
$276K 0.03%
+2,509
264
$275K 0.03%
7,843
-565
265
$271K 0.03%
1,310
-216
266
$270K 0.03%
5,955
-300
267
$270K 0.03%
460
268
$269K 0.03%
1,456
-54
269
$262K 0.03%
538
+26
270
$245K 0.03%
2,060
271
$243K 0.03%
1,026
+101
272
$235K 0.03%
+945
273
$208K 0.02%
+395
274
$203K 0.02%
985
-252
275
– –
-10,002
8 9 10
11
12