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
$999M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.18M
3
+$2.99M
4
INTU icon
Intuit
INTU
+$2.59M
5
AAP icon
Advance Auto Parts
AAP
+$2.53M

Top Sells

1
+$5.27M
2
+$5.22M
3
+$4.28M
4
MSFT icon
Microsoft
MSFT
+$3.56M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M

Sector Composition

1 Technology 27.51%
2 Healthcare 13.89%
3 Financials 12.98%
4 Consumer Discretionary 10.73%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.79M 0.18%
10,680
+3,630
152
$1.78M 0.18%
8,519
-9,121
153
$1.76M 0.18%
46,766
-540
154
$1.67M 0.17%
27,455
-3,600
155
$1.64M 0.16%
58,872
+6,497
156
$1.64M 0.16%
37,685
-810
157
$1.63M 0.16%
10,066
-1,160
158
$1.61M 0.16%
14,072
-350
159
$1.6M 0.16%
18,944
-1,620
160
$1.54M 0.15%
13,475
-1,750
161
$1.54M 0.15%
18,452
-1,690
162
$1.53M 0.15%
8,126
-11,753
163
$1.52M 0.15%
7,542
-880
164
$1.48M 0.15%
11,110
-10
165
$1.45M 0.15%
20,105
-1,880
166
$1.45M 0.15%
13,490
+6,120
167
$1.43M 0.14%
22,660
-470
168
$1.42M 0.14%
37,840
+1,220
169
$1.41M 0.14%
6,404
+1,229
170
$1.4M 0.14%
5,428
-1,780
171
$1.39M 0.14%
29,344
-2,630
172
$1.39M 0.14%
5,690
+170
173
$1.39M 0.14%
24,666
+790
174
$1.37M 0.14%
5,507
+890
175
$1.36M 0.14%
6,790
-2,420
5 6
7
8 9