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
$999M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.18M
3
+$2.99M
4
INTU icon
Intuit
INTU
+$2.59M
5
AAP icon
Advance Auto Parts
AAP
+$2.53M

Top Sells

1
+$5.27M
2
+$5.22M
3
+$4.28M
4
MSFT icon
Microsoft
MSFT
+$3.56M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M

Sector Composition

1 Technology 27.51%
2 Healthcare 13.89%
3 Financials 12.98%
4 Consumer Discretionary 10.73%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.82M 0.48%
33,300
+3,800
52
$4.81M 0.48%
31,906
-3,410
53
$4.8M 0.48%
35,724
-2,530
54
$4.74M 0.47%
99,539
-11,440
55
$4.73M 0.47%
77,291
-4,660
56
$4.72M 0.47%
27,191
-2,945
57
$4.65M 0.47%
96,432
-6,750
58
$4.62M 0.46%
12,846
-1,750
59
$4.61M 0.46%
8,148
-160
60
$4.58M 0.46%
51,583
-2,570
61
$4.56M 0.46%
21,151
+550
62
$4.51M 0.45%
62,700
-1,195
63
$4.46M 0.45%
118,483
+7,995
64
$4.43M 0.44%
27,737
-2,953
65
$4.37M 0.44%
64,702
-4,715
66
$4.36M 0.44%
96,408
-6,290
67
$4.35M 0.44%
63,456
+22,900
68
$4.35M 0.44%
65,182
-5,780
69
$4.33M 0.43%
7,627
-442
70
$4.19M 0.42%
58,280
-9,110
71
$4.16M 0.42%
9,514
+490
72
$4.05M 0.41%
14,790
-1,670
73
$4.03M 0.4%
22,804
-10,403
74
$4.02M 0.4%
22,888
+17,026
75
$4M 0.4%
25,445
+95
1 2
3
4 5