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
126
$1.95M 0.22%
7,210
-62
127
$1.92M 0.22%
181,742
-2,767
128
$1.91M 0.22%
23,424
-334
129
$1.9M 0.21%
34,904
-177
130
$1.88M 0.21%
37,622
+774
131
$1.87M 0.21%
25,457
-132
132
$1.86M 0.21%
35,747
+2,892
133
$1.82M 0.21%
16,445
-82
134
$1.81M 0.2%
17,498
-144
135
$1.8M 0.2%
21,559
-297
136
$1.79M 0.2%
27,920
-125
137
$1.76M 0.2%
74,826
-3,324
138
$1.73M 0.2%
32,468
-931
139
$1.73M 0.19%
20,590
-136
140
$1.64M 0.18%
8,450
-68
141
$1.62M 0.18%
9,924
+4,477
142
$1.62M 0.18%
17,915
-361
143
$1.61M 0.18%
+56,793
144
$1.61M 0.18%
4,845
+865
145
$1.59M 0.18%
18,006
-152
146
$1.57M 0.18%
5,777
-168
147
$1.56M 0.18%
4,279
-791
148
$1.51M 0.17%
15,739
-2,453
149
$1.51M 0.17%
5,466
-182
150
$1.49M 0.17%
22,219
+8,397
4 5
6
7 8