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
$886M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.97M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1
+$4.5M
2
+$2.81M
3
+$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.38M
5
GIS icon
General Mills
GIS
+$1.86M

Sector Composition

1 Technology 32.19%
2 Financials 12.43%
3 Healthcare 11.79%
4 Consumer Discretionary 10.1%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.05M 0.68%
22,022
-2,003
27
$5.95M 0.67%
73,647
-29,628
28
$5.81M 0.66%
50,918
+4,050
29
$5.69M 0.64%
11,939
-311
30
$5.58M 0.63%
37,894
+9,755
31
$5.53M 0.62%
132,356
+246
32
$5.52M 0.62%
122,892
+15,586
33
$5.41M 0.61%
28,687
-335
34
$5.4M 0.61%
39,496
-483
35
$5.37M 0.61%
7,568
-1,100
36
$5.16M 0.58%
28,428
-2,706
37
$5.07M 0.57%
5,340
-93
38
$5.04M 0.57%
30,742
-610
39
$4.99M 0.56%
9,642
-86
40
$4.58M 0.52%
26,905
-885
41
$4.57M 0.52%
43,894
-1,489
42
$4.54M 0.51%
14,099
-363
43
$4.54M 0.51%
23,802
-360
44
$4.5M 0.51%
79,652
-891
45
$4.48M 0.51%
112,975
-46,505
46
$4.38M 0.49%
35,178
-114
47
$4.38M 0.49%
12,379
-223
48
$4.29M 0.48%
82,849
+22,080
49
$4.23M 0.48%
20,566
-414
50
$4.22M 0.48%
14,567
-143
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