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
$740M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.7M
3
+$2.6M
4
OKE icon
Oneok
OKE
+$2.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M

Top Sells

1
+$5.3M
2
+$5.27M
3
+$3.08M
4
WST icon
West Pharmaceutical
WST
+$2.91M
5
TGT icon
Target
TGT
+$2.22M

Sector Composition

1 Technology 24.27%
2 Healthcare 15.48%
3 Financials 12.39%
4 Consumer Discretionary 11.04%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.49%
13,189
-91
52
$3.48M 0.47%
12,256
-111
53
$3.46M 0.47%
14,981
+3,404
54
$3.45M 0.47%
24,746
-150
55
$3.44M 0.46%
35,779
-341
56
$3.42M 0.46%
12,432
-157
57
$3.42M 0.46%
25,469
-25
58
$3.38M 0.46%
20,571
-223
59
$3.35M 0.45%
43,724
-585
60
$3.34M 0.45%
15,748
+1,194
61
$3.31M 0.45%
88,299
-1,087
62
$3.28M 0.44%
34,421
-420
63
$3.27M 0.44%
38,066
+33,959
64
$3.21M 0.43%
23,892
+41
65
$3.18M 0.43%
22,088
-161
66
$3.08M 0.42%
10,654
-70
67
$3.07M 0.41%
62,468
-525
68
$3.06M 0.41%
51,510
-823
69
$3.05M 0.41%
32,806
-323
70
$3.04M 0.41%
83,386
-1,354
71
$3.01M 0.41%
21,498
+272
72
$2.96M 0.4%
33,505
-372
73
$2.94M 0.4%
48,324
-604
74
$2.92M 0.4%
46,152
-622
75
$2.82M 0.38%
39,178
+2,408
1 2
3
4 5