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
HD icon
26
Home Depot
HD
$385B
$6.75M 0.72%
18,404
-115
DIS icon
27
Walt Disney
DIS
$201B
$6.5M 0.69%
52,443
+13,532
WFC icon
28
Wells Fargo
WFC
$272B
$6.42M 0.68%
80,148
+904
MMM icon
29
3M
MMM
$89.5B
$6.04M 0.64%
39,701
+568
LIN icon
30
Linde
LIN
$209B
$5.93M 0.63%
12,635
+338
GE icon
31
GE Aerospace
GE
$321B
$5.88M 0.62%
22,833
-5,576
IBM icon
32
IBM
IBM
$287B
$5.88M 0.62%
19,932
+11,882
VZ icon
33
Verizon
VZ
$164B
$5.68M 0.6%
131,174
+819
AMGN icon
34
Amgen
AMGN
$157B
$5.67M 0.6%
20,321
+304
ETN icon
35
Eaton
ETN
$146B
$5.51M 0.59%
15,430
+103
PLTR icon
36
Palantir
PLTR
$438B
$5.39M 0.57%
39,518
-421
EMR icon
37
Emerson Electric
EMR
$74.7B
$5.36M 0.57%
40,217
+35,666
HON icon
38
Honeywell
HON
$137B
$5.33M 0.57%
22,890
+16,566
CVX icon
39
Chevron
CVX
$313B
$5.24M 0.56%
36,580
+75
CMCSA icon
40
Comcast
CMCSA
$108B
$5.18M 0.55%
145,022
+6,974
BMY icon
41
Bristol-Myers Squibb
BMY
$89.2B
$5.07M 0.54%
109,439
+908
CBRE icon
42
CBRE Group
CBRE
$48.5B
$5.06M 0.54%
36,081
+83
FTNT icon
43
Fortinet
FTNT
$65.6B
$5.04M 0.54%
47,713
+963
KLAC icon
44
KLA
KLAC
$156B
$4.97M 0.53%
5,543
-763
CAT icon
45
Caterpillar
CAT
$245B
$4.82M 0.51%
12,420
-3,218
MRK icon
46
Merck
MRK
$219B
$4.76M 0.51%
60,169
-437
PHM icon
47
Pultegroup
PHM
$23.5B
$4.63M 0.49%
43,860
+411
PAYX icon
48
Paychex
PAYX
$44.8B
$4.52M 0.48%
31,101
+223
BSX icon
49
Boston Scientific
BSX
$150B
$4.46M 0.47%
41,528
+865
ADBE icon
50
Adobe
ADBE
$148B
$4.43M 0.47%
11,452
+152
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