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
$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 12.79%
3 Healthcare 10.78%
4 Industrials 9.45%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-9,200
402
-13,300