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
$807M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.07M
3
+$3.43M
4
J icon
Jacobs Solutions
J
+$2.69M
5
H icon
Hyatt Hotels
H
+$2.06M

Top Sells

1
+$3.84M
2
+$3.11M
3
+$3.09M
4
PFE icon
Pfizer
PFE
+$3.08M
5
ABNB icon
Airbnb
ABNB
+$2.69M

Sector Composition

1 Technology 30.04%
2 Financials 13.19%
3 Healthcare 12.56%
4 Consumer Discretionary 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.3%
7,016
-672
102
$2.41M 0.3%
181,630
+35,220
103
$2.36M 0.29%
50,248
-5,074
104
$2.35M 0.29%
32,072
-2,104
105
$2.35M 0.29%
13,261
+3,063
106
$2.35M 0.29%
47,057
-62,219
107
$2.35M 0.29%
5,616
-497
108
$2.31M 0.29%
11,691
+34
109
$2.3M 0.29%
9,991
-527
110
$2.16M 0.27%
29,521
-2,204
111
$2.13M 0.26%
14,650
-1,347
112
$2.06M 0.26%
+12,886
113
$2.06M 0.25%
+39,857
114
$2.02M 0.25%
2,649
-285
115
$2M 0.25%
28,626
-2,265
116
$1.98M 0.25%
+13,779
117
$1.98M 0.25%
29,584
-2,305
118
$1.96M 0.24%
6,513
-480
119
$1.95M 0.24%
56,978
-4,504
120
$1.94M 0.24%
11,288
+188
121
$1.92M 0.24%
+24,707
122
$1.91M 0.24%
4,879
-496
123
$1.89M 0.23%
61,481
-4,530
124
$1.88M 0.23%
+15,981
125
$1.87M 0.23%
35,125
-2,830
3 4
5
6 7