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
$740M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.7M
3
+$2.6M
4
OKE icon
Oneok
OKE
+$2.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.17M

Top Sells

1
+$5.3M
2
+$5.27M
3
+$3.08M
4
WST icon
West Pharmaceutical
WST
+$2.91M
5
TGT icon
Target
TGT
+$2.22M

Sector Composition

1 Technology 24.27%
2 Healthcare 15.48%
3 Financials 12.39%
4 Consumer Discretionary 11.04%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.37M 0.18%
22,390
+10,109
152
$1.36M 0.18%
12,755
-147
153
$1.35M 0.18%
+4,108
154
$1.34M 0.18%
9,919
-111
155
$1.33M 0.18%
23,503
+33
156
$1.31M 0.18%
19,769
-302
157
$1.27M 0.17%
3,163
+1,020
158
$1.26M 0.17%
13,623
-64
159
$1.25M 0.17%
28,967
+5,837
160
$1.22M 0.17%
109,009
+201
161
$1.22M 0.16%
+10,753
162
$1.21M 0.16%
7,368
-95
163
$1.21M 0.16%
12,916
-214
164
$1.19M 0.16%
6,766
-26
165
$1.18M 0.16%
16,014
-172
166
$1.17M 0.16%
14,218
167
$1.17M 0.16%
+42,854
168
$1.11M 0.15%
7,468
+3,713
169
$1.11M 0.15%
72,384
-1,409
170
$1.1M 0.15%
43,140
+10,800
171
$1.1M 0.15%
34,372
-388
172
$1.09M 0.15%
29,175
+11,139
173
$1.09M 0.15%
2,315
-31
174
$1.06M 0.14%
14,253
-18
175
$1.06M 0.14%
21,922
+26
5 6
7
8 9