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
$740M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.7M
3
+$2.6M
4
OKE icon
Oneok
OKE
+$2.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M

Top Sells

1
+$5.3M
2
+$5.27M
3
+$3.08M
4
WST icon
West Pharmaceutical
WST
+$2.91M
5
TGT icon
Target
TGT
+$2.22M

Sector Composition

1 Technology 24.27%
2 Healthcare 15.48%
3 Financials 12.39%
4 Consumer Discretionary 11.04%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 0.73%
96,035
-2,926
27
$5.29M 0.71%
52,031
-440
28
$5.28M 0.71%
65,571
+4,659
29
$4.95M 0.67%
168,869
-2,536
30
$4.91M 0.66%
31,714
-352
31
$4.81M 0.65%
42,598
+325
32
$4.68M 0.63%
9,223
-195
33
$4.53M 0.61%
40,385
-394
34
$4.48M 0.61%
111,931
-1,369
35
$4.34M 0.59%
26,589
+4,640
36
$4.31M 0.58%
23,715
+2,899
37
$4.27M 0.58%
9,040
-19
38
$4.07M 0.55%
22,919
+474
39
$4.04M 0.55%
20,084
-247
40
$3.99M 0.54%
41,224
+2,662
41
$3.96M 0.54%
14,972
+4,680
42
$3.95M 0.53%
90,281
-1,344
43
$3.9M 0.53%
32,089
+4,964
44
$3.84M 0.52%
52,482
-661
45
$3.83M 0.52%
95,337
-805
46
$3.81M 0.51%
143,192
-18,764
47
$3.81M 0.51%
40,346
-409
48
$3.74M 0.51%
14,250
-165
49
$3.73M 0.5%
89,529
-1,232
50
$3.72M 0.5%
5,406
-77
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2
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