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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.53M 0.25%
31,959
-8,460
127
$2.53M 0.25%
12,669
-13,933
128
$2.49M 0.25%
14,210
-3,700
129
$2.46M 0.25%
8,740
+1,340
130
$2.46M 0.24%
112,648
-11,570
131
$2.45M 0.24%
18,732
-1,900
132
$2.41M 0.24%
41,367
+5,390
133
$2.4M 0.24%
72,060
-6,900
134
$2.27M 0.23%
8,770
-2,000
135
$2.24M 0.22%
23,967
-10,630
136
$2.2M 0.22%
92,830
+62,380
137
$2.19M 0.22%
24,464
-14,660
138
$2.19M 0.22%
32,753
-7,590
139
$2.13M 0.21%
33,309
-4,630
140
$2.02M 0.2%
35,285
+12,780
141
$2.01M 0.2%
15,910
-3,770
142
$2.01M 0.2%
4,035
-2,620
143
$2M 0.2%
+15,405
144
$1.95M 0.19%
16,965
+5,470
145
$1.92M 0.19%
108,403
-9,580
146
$1.85M 0.18%
7,626
-130
147
$1.84M 0.18%
+12,439
148
$1.8M 0.18%
23,172
-6,400
149
$1.78M 0.18%
31,270
-7,310
150
$1.78M 0.18%
29,312
-6,010
4 5
6
7 8