TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.62M
3
+$3.55M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
MCD icon
McDonald's
MCD
+$3.08M

Top Sells

1
+$9.69M
2
+$7.78M
3
+$5.16M
4
ETN icon
Eaton
ETN
+$4.6M
5
MO icon
Altria Group
MO
+$4.44M

Sector Composition

1 Technology 20.43%
2 Healthcare 14.63%
3 Financials 12.3%
4 Communication Services 9.29%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.5%
33,129
+11,630
52
$4.62M 0.5%
70,286
-680
53
$4.59M 0.5%
31,761
-200
54
$4.58M 0.5%
101,258
-570
55
$4.58M 0.5%
67,686
-1,180
56
$4.53M 0.49%
14,329
+10
57
$4.49M 0.49%
78,686
-360
58
$4.46M 0.48%
47,990
+19,140
59
$4.34M 0.47%
19,106
-160
60
$4.28M 0.46%
46,222
+39,092
61
$4.25M 0.46%
84,800
-440
62
$4.24M 0.46%
149,005
-8,880
63
$4.2M 0.46%
159,793
-1,374
64
$4.16M 0.45%
194,587
+5,450
65
$4.07M 0.44%
64,615
+42,155
66
$3.98M 0.43%
23,006
-333
67
$3.96M 0.43%
70,465
-17,250
68
$3.94M 0.43%
+42,122
69
$3.91M 0.42%
23,664
+18,606
70
$3.9M 0.42%
65,732
-294
71
$3.9M 0.42%
126,833
-1,450
72
$3.83M 0.42%
57,464
-570
73
$3.76M 0.41%
39,300
-1,660
74
$3.76M 0.41%
78,954
+64,575
75
$3.74M 0.41%
83,308
-600
1 2
3
4 5