TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.62M
3
+$3.55M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
MCD icon
McDonald's
MCD
+$3.08M

Top Sells

1
+$9.69M
2
+$7.78M
3
+$5.16M
4
ETN icon
Eaton
ETN
+$4.6M
5
MO icon
Altria Group
MO
+$4.44M

Sector Composition

1 Technology 20.43%
2 Healthcare 14.63%
3 Financials 12.3%
4 Communication Services 9.29%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 0.86%
179,856
-1,340
27
$7.82M 0.85%
107,921
+9,309
28
$7.55M 0.82%
243,781
-2,118
29
$7.39M 0.8%
73,945
+30
30
$6.92M 0.75%
207,695
+25,085
31
$6.85M 0.74%
170,960
-2,000
32
$6.83M 0.74%
49,260
+185
33
$6.62M 0.72%
40,518
+6,200
34
$6.49M 0.7%
116,482
-710
35
$6.47M 0.7%
26,393
-345
36
$6.44M 0.7%
80,149
-590
37
$6.39M 0.69%
969,480
-2,800
38
$6.38M 0.69%
55,270
+1,470
39
$6.31M 0.68%
160,407
-1,380
40
$6.19M 0.67%
33,146
-60
41
$5.87M 0.64%
154,509
-11,468
42
$5.71M 0.62%
160,140
+30,280
43
$5.57M 0.6%
132,291
-1,270
44
$5.49M 0.6%
41,023
+3,671
45
$5.38M 0.58%
37,378
+9,225
46
$5.26M 0.57%
260,075
+2,500
47
$5.21M 0.57%
99,310
-16,905
48
$4.79M 0.52%
24,900
-280
49
$4.66M 0.51%
16,343
+12,444
50
$4.64M 0.5%
55,327
-400
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