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
$1.22B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.78M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.87M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.81M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.43M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.23%
3 Technology 12.42%
4 Industrials 8.85%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-5,100
277
– –
-42,217
278
– –
-7,410
279
– –
-52,640
280
– –
-5,130
281
– –
-11,600
282
– –
-60,280
283
– –
-56,150
284
– –
-44,150
285
– –
-79,360
286
– –
-44,455
8 9 10 11
12