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
$807M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.07M
3
+$3.43M
4
J icon
Jacobs Solutions
J
+$2.69M
5
H icon
Hyatt Hotels
H
+$2.06M

Top Sells

1
+$3.84M
2
+$3.11M
3
+$3.09M
4
PFE icon
Pfizer
PFE
+$3.08M
5
ABNB icon
Airbnb
ABNB
+$2.69M

Sector Composition

1 Technology 30.04%
2 Financials 13.19%
3 Healthcare 12.56%
4 Consumer Discretionary 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.5%
14,279
-516
52
$4M 0.5%
15,452
-732
53
$3.94M 0.49%
62,296
-4,012
54
$3.9M 0.48%
23,727
+4,852
55
$3.84M 0.48%
31,256
-1,483
56
$3.74M 0.46%
22,112
+554
57
$3.65M 0.45%
40,196
+8,712
58
$3.65M 0.45%
23,942
-3,412
59
$3.64M 0.45%
3,787
-214
60
$3.54M 0.44%
9,760
-569
61
$3.53M 0.44%
7,338
+1,893
62
$3.52M 0.44%
28,873
-2,256
63
$3.5M 0.43%
5,385
+538
64
$3.43M 0.42%
+174,791
65
$3.42M 0.42%
59,837
-3,094
66
$3.36M 0.42%
34,544
-2,840
67
$3.34M 0.41%
34,518
+8,486
68
$3.33M 0.41%
19,500
-1,160
69
$3.32M 0.41%
20,924
-1,738
70
$3.32M 0.41%
75,166
-43,707
71
$3.21M 0.4%
7,547
-336
72
$3.19M 0.39%
8,014
-2,224
73
$3.14M 0.39%
45,970
-5,248
74
$3.03M 0.38%
48,242
-2,179
75
$3.03M 0.38%
12,006
-959
1 2
3
4 5