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
$886M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.97M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1
+$4.5M
2
+$2.81M
3
+$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.38M
5
GIS icon
General Mills
GIS
+$1.86M

Sector Composition

1 Technology 32.19%
2 Financials 12.43%
3 Healthcare 11.79%
4 Consumer Discretionary 10.1%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.47%
31,311
-516
52
$4.15M 0.47%
178,879
-1,297
53
$4.13M 0.47%
7,995
+467
54
$3.96M 0.45%
63,185
-544
55
$3.88M 0.44%
13,438
-151
56
$3.84M 0.43%
33,272
+53
57
$3.75M 0.42%
22,050
-2,359
58
$3.74M 0.42%
22,367
-1,730
59
$3.74M 0.42%
3,554
-352
60
$3.72M 0.42%
35,352
-630
61
$3.64M 0.41%
46,946
-450
62
$3.59M 0.4%
29,188
+1,070
63
$3.54M 0.4%
3,834
+1,422
64
$3.54M 0.4%
20,788
+11,554
65
$3.46M 0.39%
60,369
-790
66
$3.43M 0.39%
11,502
+132
67
$3.4M 0.38%
9,827
-75
68
$3.4M 0.38%
45,240
+8,321
69
$3.34M 0.38%
16,523
-623
70
$3.33M 0.38%
30,551
+1,390
71
$3.32M 0.37%
21,420
-336
72
$3.26M 0.37%
148,149
-988
73
$3.26M 0.37%
8,311
-30
74
$3.18M 0.36%
60,710
-29,638
75
$3.17M 0.36%
8,296
+500
1 2
3
4 5