TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.64M
3
+$3.43M
4
MCK icon
McKesson
MCK
+$3.12M
5
MA icon
Mastercard
MA
+$3.08M

Top Sells

1
+$9.63M
2
+$3.82M
3
+$3.39M
4
AVB icon
AvalonBay Communities
AVB
+$3.28M
5
CVX icon
Chevron
CVX
+$2.89M

Sector Composition

1 Financials 12.81%
2 Technology 12.68%
3 Healthcare 10.78%
4 Industrials 9.57%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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366
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375
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-6,640
13 14
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16 17