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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.12M 0.41%
68,442
-17,740
77
$4.1M 0.41%
150,948
-21,840
78
$4.07M 0.4%
130,313
-16,497
79
$3.92M 0.39%
17,803
+6,588
80
$3.84M 0.38%
106,708
-14,820
81
$3.75M 0.37%
13,946
-2,180
82
$3.74M 0.37%
24,975
-5,795
83
$3.71M 0.37%
41,650
+260
84
$3.66M 0.36%
62,471
-7,940
85
$3.62M 0.36%
13,860
-200
86
$3.59M 0.36%
87,978
+73,994
87
$3.52M 0.35%
+23,465
88
$3.48M 0.35%
47,157
-6,890
89
$3.44M 0.34%
44,025
-5,470
90
$3.42M 0.34%
31,884
-3,380
91
$3.41M 0.34%
31,515
-6,830
92
$3.4M 0.34%
11,978
-2,465
93
$3.33M 0.33%
80,240
+42,165
94
$3.3M 0.33%
12,952
-1,390
95
$3.27M 0.33%
16,965
-2,670
96
$3.25M 0.32%
21,417
-3,580
97
$3.24M 0.32%
36,100
-4,720
98
$3.21M 0.32%
48,992
-3,150
99
$3.17M 0.32%
8,487
+7
100
$3.16M 0.31%
18,410
-2,270
2 3
4
5 6