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
$936M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.64M
3
+$3.43M
4
MCK icon
McKesson
MCK
+$3.12M
5
MA icon
Mastercard
MA
+$3.08M

Top Sells

1
+$9.63M
2
+$3.82M
3
+$3.39M
4
AVB icon
AvalonBay Communities
AVB
+$3.28M
5
CVX icon
Chevron
CVX
+$2.89M

Sector Composition

1 Financials 12.81%
2 Technology 12.79%
3 Healthcare 10.78%
4 Industrials 9.45%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.48%
79,965
+6,718
52
$4.41M 0.47%
132,940
-1,550
53
$4.4M 0.47%
109,180
-2,400
54
$4.37M 0.47%
86,860
+6,780
55
$4.33M 0.46%
56,170
+13,020
56
$4.25M 0.45%
36,156
+1,050
57
$4.2M 0.45%
50,252
-4,200
58
$4.16M 0.44%
41,645
+718
59
$4.15M 0.44%
53,860
+500
60
$4.02M 0.43%
117,140
+1,659
61
$3.99M 0.43%
82,120
+26,580
62
$3.97M 0.42%
34,676
-2,220
63
$3.92M 0.42%
87,620
-7,580
64
$3.84M 0.41%
40,349
-800
65
$3.76M 0.4%
133,220
+11,840
66
$3.73M 0.4%
115,030
-16,150
67
$3.72M 0.4%
106,750
-11,950
68
$3.69M 0.39%
54,800
+45,800
69
$3.65M 0.39%
40,754
+19,591
70
$3.58M 0.38%
29,935
+9,196
71
$3.54M 0.38%
372,094
-7,597
72
$3.53M 0.38%
58,450
-10,300
73
$3.51M 0.37%
105,740
+800
74
$3.46M 0.37%
50,190
-1,400
75
$3.43M 0.37%
+40,540
1 2
3
4 5