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
251
$407K 0.04%
5,252
-72
252
$397K 0.04%
+6,225
253
$390K 0.04%
14,154
-204
254
$385K 0.04%
2,545
-92
255
$380K 0.04%
3,923
+741
256
$379K 0.04%
728
-15
257
$373K 0.04%
5,041
-123
258
$352K 0.04%
1,010
-24
259
$349K 0.04%
14,206
-528
260
$331K 0.04%
1,138
-10
261
$291K 0.03%
3,200
-78
262
$288K 0.03%
5,955
263
$286K 0.03%
+1,531
264
$283K 0.03%
455
-5
265
$272K 0.03%
+2,650
266
$272K 0.03%
1,408
-48
267
$263K 0.03%
877
+168
268
$261K 0.03%
1,392
+82
269
$246K 0.03%
+4,673
270
$245K 0.03%
480
-58
271
$241K 0.03%
7,852
+9
272
$221K 0.02%
1,001
+16
273
$217K 0.02%
902
-124
274
$217K 0.02%
923
-22
275
$213K 0.02%
395
8 9 10
11
12