TCM

Twin Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.62M
3
+$3.55M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
MCD icon
McDonald's
MCD
+$3.08M

Top Sells

1
+$9.69M
2
+$7.78M
3
+$5.16M
4
ETN icon
Eaton
ETN
+$4.6M
5
MO icon
Altria Group
MO
+$4.44M

Sector Composition

1 Technology 20.43%
2 Healthcare 14.63%
3 Financials 12.3%
4 Communication Services 9.29%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.66M 0.18%
109,048
-1,650
152
$1.63M 0.18%
38,010
+3,330
153
$1.62M 0.18%
23,250
+260
154
$1.6M 0.17%
62,367
-1,050
155
$1.6M 0.17%
74,052
-1,050
156
$1.58M 0.17%
11,700
-70
157
$1.56M 0.17%
44,370
+110
158
$1.56M 0.17%
28,663
-500
159
$1.54M 0.17%
40,800
-640
160
$1.53M 0.17%
14,970
-40
161
$1.5M 0.16%
118,320
-65,920
162
$1.49M 0.16%
41,413
+2,120
163
$1.4M 0.15%
13,166
-290
164
$1.39M 0.15%
+6,212
165
$1.39M 0.15%
9,843
-140
166
$1.38M 0.15%
40,569
-7,722
167
$1.37M 0.15%
25,350
-90
168
$1.32M 0.14%
16,938
-32
169
$1.3M 0.14%
81,533
-1,200
170
$1.25M 0.14%
13,098
-350
171
$1.24M 0.13%
24,982
-350
172
$1.23M 0.13%
41,889
-13,783
173
$1.18M 0.13%
7,658
-55
174
$1.18M 0.13%
11,770
+1,790
175
$1.15M 0.12%
35,655
+3,710
5 6
7
8 9