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
126
$2.32M 0.25%
55,263
+2,050
127
$2.3M 0.25%
13,537
-310
128
$2.25M 0.24%
+9,294
129
$2.22M 0.24%
74,333
-1,200
130
$2.21M 0.24%
54,500
+4,820
131
$2.17M 0.23%
65,447
-880
132
$2.16M 0.23%
149,794
-2,600
133
$2.16M 0.23%
24,225
+1,610
134
$2.15M 0.23%
56,935
-1,140
135
$2.06M 0.22%
10,347
-50
136
$1.99M 0.22%
34,300
+300
137
$1.99M 0.22%
59,435
+2,575
138
$1.98M 0.21%
23,917
+6,990
139
$1.98M 0.21%
32,254
-380
140
$1.96M 0.21%
26,209
-140
141
$1.96M 0.21%
24,500
+100
142
$1.95M 0.21%
22,430
-7,075
143
$1.95M 0.21%
13,530
-60
144
$1.86M 0.2%
89,710
-20,130
145
$1.82M 0.2%
57,807
+51,567
146
$1.81M 0.2%
11,377
-10
147
$1.81M 0.2%
17,081
-21
148
$1.8M 0.19%
18,018
-350
149
$1.77M 0.19%
160,543
-2,550
150
$1.75M 0.19%
77,220
+11,400
4 5
6
7 8