TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.62M
3
+$3.55M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
MCD icon
McDonald's
MCD
+$3.08M

Top Sells

1
+$9.69M
2
+$7.78M
3
+$5.16M
4
ETN icon
Eaton
ETN
+$4.6M
5
MO icon
Altria Group
MO
+$4.44M

Sector Composition

1 Technology 20.43%
2 Healthcare 14.63%
3 Financials 12.3%
4 Communication Services 9.29%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.84M 0.31%
86,675
-1,100
102
$2.82M 0.31%
32,405
-12,430
103
$2.77M 0.3%
18,978
-4,090
104
$2.76M 0.3%
50,634
+1,480
105
$2.75M 0.3%
60,726
-431
106
$2.75M 0.3%
129,200
-1,700
107
$2.71M 0.29%
35,945
-530
108
$2.69M 0.29%
9,178
+2,365
109
$2.68M 0.29%
111,850
-700
110
$2.68M 0.29%
59,020
-680
111
$2.66M 0.29%
15,013
-230
112
$2.63M 0.29%
17,631
-137
113
$2.62M 0.28%
45,198
-530
114
$2.58M 0.28%
86,009
-1,300
115
$2.54M 0.28%
88,621
-745
116
$2.53M 0.27%
35,890
-3,455
117
$2.52M 0.27%
279,330
+83,840
118
$2.49M 0.27%
53,636
-400
119
$2.44M 0.27%
15,630
-280
120
$2.4M 0.26%
60,417
-890
121
$2.4M 0.26%
248,103
-2,640
122
$2.37M 0.26%
32,424
-11,070
123
$2.35M 0.26%
54,705
-1,350
124
$2.33M 0.25%
5,303
-380
125
$2.33M 0.25%
25,936
+1,110
3 4
5
6 7