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
76
$3.15M 0.36%
37,627
-628
77
$3.11M 0.35%
8,619
-98
78
$3.1M 0.35%
32,226
-4,925
79
$3.1M 0.35%
10,248
+1,413
80
$3.03M 0.34%
12,169
-159
81
$2.97M 0.34%
36,014
-5,155
82
$2.96M 0.33%
19,781
-272
83
$2.96M 0.33%
13,419
-135
84
$2.95M 0.33%
21,860
+1,953
85
$2.91M 0.33%
24,719
-432
86
$2.88M 0.33%
39,130
-663
87
$2.86M 0.32%
5,773
-44
88
$2.83M 0.32%
3,166
+532
89
$2.76M 0.31%
15,185
-70
90
$2.75M 0.31%
+55,646
91
$2.71M 0.31%
60,379
-573
92
$2.7M 0.31%
16,714
+2,448
93
$2.7M 0.3%
11,986
-121
94
$2.68M 0.3%
5,759
-135
95
$2.64M 0.3%
73,802
-862
96
$2.6M 0.29%
33,738
+270
97
$2.51M 0.28%
6,463
-77
98
$2.5M 0.28%
29,788
-467
99
$2.48M 0.28%
41,552
-274
100
$2.43M 0.27%
59,293
-321
2 3
4
5 6