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
$941M
AUM Growth
+$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.21M
3
+$3.86M
4
IBM icon
IBM
IBM
+$3.5M
5
EME icon
Emcor
EME
+$3.21M

Top Sells

1
+$4.66M
2
+$3.41M
3
+$2.69M
4
CTAS icon
Cintas
CTAS
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.22M

Sector Composition

1 Technology 33.64%
2 Financials 14.25%
3 Consumer Discretionary 9.92%
4 Communication Services 9.51%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYV icon
276
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
– –
-10,929
VB icon
277
Vanguard Small-Cap ETF
VB
$68.4B
– –
-903
VGT icon
278
Vanguard Information Technology ETF
VGT
$112B
– –
-455
VOO icon
279
Vanguard S&P 500 ETF
VOO
$771B
– –
-395
WRB icon
280
W.R. Berkley
WRB
$28.5B
– –
-16,791
XLF icon
281
Financial Select Sector SPDR Fund
XLF
$54.6B
– –
-5,955
8 9 10 11
12