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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
$976M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.21M
3
+$2.88M
4
DUK icon
Duke Energy
DUK
+$2.72M
5
EVRG icon
Evergy
EVRG
+$2.66M

Top Sells

1
+$4.98M
2
+$4.39M
3
+$4.35M
4
STE icon
Steris
STE
+$4.14M
5
SCHW
Charles Schwab
SCHW
+$4.09M

Sector Composition

1 Technology 26.15%
2 Financials 13.72%
3 Healthcare 13.34%
4 Consumer Discretionary 10.93%
5 Communication Services 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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