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
$1.22B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.78M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.87M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.81M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.43M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.23%
3 Technology 12.42%
4 Industrials 8.85%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.36M 0.19%
72,180
-87,831
152
$2.33M 0.19%
23,980
+130
153
$2.29M 0.19%
26,210
+170
154
$2.26M 0.19%
109,140
+24,050
155
$2.25M 0.18%
+22,760
156
$2.19M 0.18%
+80,300
157
$2.19M 0.18%
57,040
+12,800
158
$2.17M 0.18%
+117,540
159
$2.14M 0.18%
115,040
+101,540
160
$2.13M 0.17%
21,970
+16,030
161
$2.1M 0.17%
57,900
+15,770
162
$2.06M 0.17%
28,410
+6,300
163
$2.05M 0.17%
49,790
+270
164
$2.04M 0.17%
+51,290
165
$1.99M 0.16%
60,740
+26,490
166
$1.99M 0.16%
46,400
+10,600
167
$1.97M 0.16%
+64,620
168
$1.96M 0.16%
85,240
+19,090
169
$1.94M 0.16%
+50,820
170
$1.92M 0.16%
36,940
+24,830
171
$1.91M 0.16%
21,730
-7,640
172
$1.9M 0.16%
42,130
+9,500
173
$1.89M 0.16%
105,510
+600
174
$1.88M 0.15%
33,390
+7,400
175
$1.88M 0.15%
19,900
+130
5 6
7
8 9