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
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.94M 0.18%
49,520
152
$1.93M 0.18%
104,910
-100
153
$1.91M 0.18%
18,820
+5,790
154
$1.9M 0.18%
19,770
155
$1.82M 0.17%
+38,750
156
$1.81M 0.17%
22,080
-350
157
$1.77M 0.17%
103,130
-62,030
158
$1.75M 0.17%
31,272
-111,881
159
$1.7M 0.16%
144,890
+1,740
160
$1.65M 0.16%
10,080
+280
161
$1.64M 0.16%
24,210
+4,460
162
$1.63M 0.15%
39,180
163
$1.6M 0.15%
+15,530
164
$1.6M 0.15%
41,650
+16,600
165
$1.56M 0.15%
44,455
+1,786
166
$1.53M 0.15%
66,150
+23,650
167
$1.53M 0.15%
+85,090
168
$1.53M 0.14%
46,920
169
$1.52M 0.14%
59,280
-100
170
$1.47M 0.14%
35,800
+820
171
$1.47M 0.14%
47,367
172
$1.46M 0.14%
22,133
173
$1.46M 0.14%
+22,110
174
$1.44M 0.14%
44,240
+1,680
175
$1.41M 0.13%
32,630
+9,880
5 6
7
8 9