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
$987M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.18M
3
+$2.96M
4
IP icon
International Paper
IP
+$2.86M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.8M

Top Sells

1
+$5.1M
2
+$3.7M
3
+$3.48M
4
GIS icon
General Mills
GIS
+$2.71M
5
WY icon
Weyerhaeuser
WY
+$2.68M

Sector Composition

1 Financials 13.04%
2 Technology 12.74%
3 Healthcare 11.19%
4 Industrials 8.99%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.01M 0.31%
29,627
-1,960
102
$2.96M 0.3%
+66,620
103
$2.92M 0.3%
77,690
-3,870
104
$2.91M 0.3%
69,660
-1,370
105
$2.9M 0.29%
56,510
+11,380
106
$2.86M 0.29%
68,560
+43,090
107
$2.86M 0.29%
+63,191
108
$2.85M 0.29%
74,570
-6,720
109
$2.8M 0.28%
+43,540
110
$2.78M 0.28%
37,150
-2,210
111
$2.75M 0.28%
81,850
+15,650
112
$2.73M 0.28%
24,318
+200
113
$2.7M 0.27%
20,470
+3,440
114
$2.69M 0.27%
360,700
-11,200
115
$2.66M 0.27%
102,432
-5,260
116
$2.65M 0.27%
57,170
+14,990
117
$2.64M 0.27%
48,270
-1,280
118
$2.63M 0.27%
131,380
+23,890
119
$2.62M 0.27%
66,480
-2,060
120
$2.62M 0.26%
216,110
+71,590
121
$2.53M 0.26%
57,240
-5,220
122
$2.52M 0.26%
148,260
-13,860
123
$2.52M 0.26%
32,730
-3,190
124
$2.49M 0.25%
116,863
-3,988
125
$2.43M 0.25%
20,090
-1,420
3 4
5
6 7