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
101
$3.23M 0.31%
18,630
+650
102
$3.19M 0.3%
88,472
+1,660
103
$3.19M 0.3%
29,370
+4,220
104
$3.1M 0.29%
70,260
-5,220
105
$3.07M 0.29%
17,570
+5,830
106
$3.03M 0.29%
44,274
+59
107
$3.03M 0.29%
+35,940
108
$3.02M 0.29%
55,490
-50,030
109
$3.01M 0.29%
84,142
+771
110
$3M 0.28%
52,770
+6,960
111
$2.93M 0.28%
47,791
+1,824
112
$2.92M 0.28%
57,120
+1,130
113
$2.9M 0.28%
134,370
-161,220
114
$2.88M 0.27%
36,310
+1,310
115
$2.88M 0.27%
79,360
+1,630
116
$2.87M 0.27%
26,320
117
$2.86M 0.27%
66,134
+24,276
118
$2.86M 0.27%
54,710
+19,870
119
$2.82M 0.27%
63,710
-210
120
$2.82M 0.27%
79,730
+110
121
$2.82M 0.27%
431,200
+6,000
122
$2.8M 0.27%
215,090
-150
123
$2.79M 0.26%
+30,953
124
$2.71M 0.26%
+56,150
125
$2.68M 0.25%
35,200
+27,740
3 4
5
6 7