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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.41M 0.74%
24,289
-5,533
27
$7.4M 0.74%
39,592
-6,860
28
$7.36M 0.73%
39,075
-7,520
29
$7.13M 0.71%
35,975
-5,335
30
$7.06M 0.7%
20,008
-3,380
31
$7.02M 0.7%
90,348
-1,580
32
$6.75M 0.67%
106,999
-2,180
33
$6.62M 0.66%
49,906
-9,470
34
$6.5M 0.65%
38,217
-6,670
35
$6.35M 0.63%
120,421
-25,390
36
$6.34M 0.63%
59,816
-7,650
37
$6.27M 0.62%
13,747
-1,355
38
$6.2M 0.62%
45,237
-3,990
39
$6.09M 0.61%
134,616
-35,247
40
$6.06M 0.6%
105,475
-19,600
41
$5.98M 0.6%
114,016
-15,220
42
$5.91M 0.59%
163,153
-12,920
43
$5.9M 0.59%
41,565
-6,135
44
$5.84M 0.58%
40,466
+18,131
45
$5.74M 0.57%
127,000
-17,370
46
$5.65M 0.56%
109,204
-3,980
47
$5.42M 0.54%
58,332
-12,980
48
$5.42M 0.54%
60,022
-9,940
49
$5.35M 0.53%
234,028
-277,062
50
$5.3M 0.53%
22,961
-3,480
1
2
3 4 5