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
$740M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.7M
3
+$2.6M
4
OKE icon
Oneok
OKE
+$2.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M

Top Sells

1
+$5.3M
2
+$5.27M
3
+$3.08M
4
WST icon
West Pharmaceutical
WST
+$2.91M
5
TGT icon
Target
TGT
+$2.22M

Sector Composition

1 Technology 24.27%
2 Healthcare 15.48%
3 Financials 12.39%
4 Consumer Discretionary 11.04%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.24%
40,836
-166
127
$1.75M 0.24%
14,247
-86
128
$1.74M 0.24%
19,461
+164
129
$1.74M 0.23%
29,502
+10,698
130
$1.73M 0.23%
55,902
-750
131
$1.72M 0.23%
22,134
-57
132
$1.71M 0.23%
10,587
-119
133
$1.68M 0.23%
10,117
+3,809
134
$1.65M 0.22%
31,799
-449
135
$1.62M 0.22%
9,830
-109
136
$1.61M 0.22%
10,864
+3,734
137
$1.55M 0.21%
10,015
+2,816
138
$1.52M 0.21%
19,443
-16,672
139
$1.52M 0.21%
31,257
-228
140
$1.52M 0.21%
5,179
-54
141
$1.52M 0.2%
23,502
+5,630
142
$1.5M 0.2%
+3,761
143
$1.49M 0.2%
17,444
-257
144
$1.48M 0.2%
18,973
-7,702
145
$1.45M 0.2%
58,189
+22,750
146
$1.44M 0.19%
50,928
-920
147
$1.42M 0.19%
93,701
+62,931
148
$1.41M 0.19%
11,952
-75
149
$1.41M 0.19%
20,938
-166
150
$1.38M 0.19%
24,755
+13,992
4 5
6
7 8