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
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.07M 0.39%
67,740
+570
77
$4.03M 0.38%
13,820
+250
78
$4.03M 0.38%
170,040
+3,120
79
$4M 0.38%
48,160
-380
80
$3.99M 0.38%
22,960
-15,760
81
$3.97M 0.38%
50,460
82
$3.96M 0.38%
37,049
-19,983
83
$3.82M 0.36%
44,150
+700
84
$3.8M 0.36%
20,540
-20
85
$3.74M 0.35%
25,860
+480
86
$3.67M 0.35%
122,260
+1,500
87
$3.64M 0.34%
45,260
+10,330
88
$3.63M 0.34%
88,020
-110
89
$3.61M 0.34%
36,750
+600
90
$3.58M 0.34%
55,850
+750
91
$3.58M 0.34%
75,460
+790
92
$3.46M 0.33%
11,630
-5,850
93
$3.38M 0.32%
78,360
+1,210
94
$3.36M 0.32%
138,960
+42,830
95
$3.35M 0.32%
53,500
+600
96
$3.32M 0.31%
56,940
-6,270
97
$3.3M 0.31%
135,190
+31,525
98
$3.3M 0.31%
15,590
99
$3.29M 0.31%
63,130
-4,220
100
$3.27M 0.31%
+33,130
2 3
4
5 6