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
76
$2.8M 0.38%
51,113
-683
77
$2.72M 0.37%
35,944
+2,917
78
$2.7M 0.37%
8,098
-1,613
79
$2.67M 0.36%
96,054
-1,123
80
$2.6M 0.35%
81,138
-1,251
81
$2.6M 0.35%
+9,750
82
$2.6M 0.35%
28,564
+2,318
83
$2.59M 0.35%
20,836
-368
84
$2.58M 0.35%
38,505
-553
85
$2.55M 0.34%
98,943
-34,687
86
$2.54M 0.34%
21,769
-3,656
87
$2.54M 0.34%
43,511
-624
88
$2.52M 0.34%
11,888
-162
89
$2.51M 0.34%
58,086
-417
90
$2.5M 0.34%
40,709
-6,605
91
$2.42M 0.33%
31,670
-160
92
$2.41M 0.33%
33,356
-600
93
$2.4M 0.32%
36,390
-501
94
$2.39M 0.32%
6,171
+1,581
95
$2.37M 0.32%
39,634
-622
96
$2.32M 0.31%
19,427
+2,378
97
$2.3M 0.31%
30,720
+16,854
98
$2.3M 0.31%
144,829
-2,316
99
$2.27M 0.31%
23,380
-236
100
$2.26M 0.31%
30,050
+19,696
2 3
4
5 6