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
101
$2.38M 0.27%
26,472
-1,767
102
$2.36M 0.27%
11,883
-91
103
$2.36M 0.27%
45,679
-357
104
$2.33M 0.26%
17,108
-195
105
$2.31M 0.26%
9,850
-162
106
$2.3M 0.26%
17,784
-3,771
107
$2.28M 0.26%
64,264
-409
108
$2.26M 0.26%
36,447
-183
109
$2.24M 0.25%
27,460
-6,350
110
$2.23M 0.25%
25,223
+4,408
111
$2.22M 0.25%
35,229
+2,550
112
$2.21M 0.25%
39,935
-174
113
$2.21M 0.25%
51,211
-465
114
$2.18M 0.25%
30,403
-397
115
$2.17M 0.24%
18,456
+200
116
$2.13M 0.24%
24,105
+5,601
117
$2.13M 0.24%
11,852
-5,377
118
$2.1M 0.24%
39,257
+5,050
119
$2.1M 0.24%
16,932
-3,228
120
$2.1M 0.24%
13,447
-133
121
$2.09M 0.24%
21,186
-251
122
$2.07M 0.23%
19,954
+22
123
$2.03M 0.23%
13,324
-78
124
$2.01M 0.23%
27,033
-152
125
$1.96M 0.22%
67,884
+47,192
3 4
5
6 7