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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.53%
37,389
-20,675
52
$5.23M 0.52%
21,024
-2,990
53
$5.22M 0.52%
27,616
-4,880
54
$5.11M 0.51%
91,457
+15,988
55
$5.08M 0.51%
10,387
-720
56
$5.08M 0.51%
51,837
-2,975
57
$5.01M 0.5%
84,120
-16,600
58
$4.8M 0.48%
40,648
-9,154
59
$4.79M 0.48%
63,302
-13,830
60
$4.78M 0.48%
25,109
-4,500
61
$4.76M 0.47%
22,472
-5,070
62
$4.73M 0.47%
13,419
+653
63
$4.69M 0.47%
8,985
-1,050
64
$4.66M 0.46%
77,237
-11,606
65
$4.65M 0.46%
43,144
-7,680
66
$4.64M 0.46%
87,575
-1,291
67
$4.63M 0.46%
18,680
-2,800
68
$4.62M 0.46%
19,913
-3,080
69
$4.43M 0.44%
138,637
-21,370
70
$4.34M 0.43%
37,794
-22,570
71
$4.27M 0.43%
19,677
-14,090
72
$4.22M 0.42%
131,364
-17,640
73
$4.17M 0.41%
22,708
-800
74
$4.16M 0.41%
52,568
-7,150
75
$4.15M 0.41%
45,620
-5,150
1 2
3
4 5