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
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.42M 0.89%
284,626
+48,400
27
$9.34M 0.89%
103,900
-2,280
28
$8.83M 0.84%
76,150
-2,450
29
$8.76M 0.83%
88,010
+630
30
$8.69M 0.82%
66,670
+640
31
$8.52M 0.81%
138,540
+12,260
32
$8.5M 0.81%
88,094
-4,490
33
$8.44M 0.8%
279,960
-79,540
34
$8.43M 0.8%
321,100
+9,490
35
$8.42M 0.8%
209,770
-15,380
36
$8.08M 0.77%
61,700
-390
37
$6.92M 0.66%
+69,000
38
$6.74M 0.64%
96,760
+20,450
39
$6.65M 0.63%
233,720
-12,460
40
$6.59M 0.63%
95,690
+930
41
$6.58M 0.62%
122,540
-3,790
42
$6.53M 0.62%
59,650
+570
43
$6.43M 0.61%
81,050
+930
44
$6.36M 0.6%
107,450
-10,670
45
$6.3M 0.6%
115,800
+2,110
46
$6.12M 0.58%
64,380
+3,310
47
$6.03M 0.57%
106,170
+1,070
48
$6.01M 0.57%
42,910
-8,270
49
$5.92M 0.56%
125,582
+4,926
50
$5.84M 0.55%
92,650
+5,780
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