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
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.55%
42,205
+750
52
$5.8M 0.55%
149,040
+1,910
53
$5.78M 0.55%
69,360
+6,720
54
$5.7M 0.54%
149,701
+1,600
55
$5.57M 0.53%
40,370
+390
56
$5.45M 0.52%
95,860
+2,100
57
$5.38M 0.51%
78,030
+20,910
58
$5.36M 0.51%
39,686
+750
59
$5.28M 0.5%
61,671
+645
60
$5.12M 0.49%
36,966
-2,887
61
$5M 0.47%
65,140
+26,360
62
$4.94M 0.47%
71,810
+1,030
63
$4.92M 0.47%
116,780
+1,600
64
$4.9M 0.46%
101,230
-4,100
65
$4.58M 0.43%
51,390
+650
66
$4.52M 0.43%
38,164
-1,089
67
$4.48M 0.43%
108,170
+1,200
68
$4.33M 0.41%
259,800
-49,950
69
$4.22M 0.4%
27,950
+4,990
70
$4.19M 0.4%
64,070
+4,460
71
$4.14M 0.39%
160,011
+1,067
72
$4.13M 0.39%
85,170
-110
73
$4.1M 0.39%
352,342
+5,351
74
$4.08M 0.39%
51,630
+600
75
$4.08M 0.39%
85,620
+19,350
1 2
3
4 5