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
$1.22B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.78M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.87M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.81M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.43M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.23%
3 Technology 12.42%
4 Industrials 8.85%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 0.96%
215,270
+7,420
27
$11.6M 0.95%
114,280
+11,590
28
$10.6M 0.87%
93,780
+5,770
29
$10.3M 0.84%
164,450
+25,910
30
$9.71M 0.8%
357,580
+36,480
31
$9.65M 0.79%
73,100
+6,430
32
$9.63M 0.79%
81,820
+5,670
33
$9.59M 0.79%
66,350
+4,650
34
$9.55M 0.78%
93,899
+56,850
35
$9.37M 0.77%
95,854
+7,760
36
$9.2M 0.75%
214,210
+4,440
37
$8.86M 0.73%
+167,500
38
$8.03M 0.66%
116,710
+9,260
39
$7.94M 0.65%
102,350
+5,590
40
$7.92M 0.65%
113,580
+35,550
41
$7.8M 0.64%
102,640
+6,950
42
$7.63M 0.63%
46,985
+4,780
43
$7.63M 0.63%
86,740
+5,690
44
$7.4M 0.61%
127,060
+11,260
45
$7.31M 0.6%
259,020
+25,300
46
$7.2M 0.59%
66,630
+6,980
47
$7.19M 0.59%
69,360
+4,980
48
$7.18M 0.59%
166,811
+17,110
49
$7.04M 0.58%
66,220
-2,780
50
$6.99M 0.57%
50,150
+7,240
1
2
3 4 5