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
$886M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.97M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1
+$4.5M
2
+$2.81M
3
+$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.38M
5
GIS icon
General Mills
GIS
+$1.86M

Sector Composition

1 Technology 32.19%
2 Financials 12.43%
3 Healthcare 11.79%
4 Consumer Discretionary 10.1%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.16%
6,647
+4
152
$1.38M 0.16%
8,569
+96
153
$1.36M 0.15%
23,631
+17,691
154
$1.36M 0.15%
15,592
+2,984
155
$1.35M 0.15%
42,715
+8,489
156
$1.35M 0.15%
13,662
-7,642
157
$1.33M 0.15%
14,967
+16
158
$1.32M 0.15%
6,374
-108
159
$1.32M 0.15%
9,429
-150
160
$1.27M 0.14%
22,453
-508
161
$1.27M 0.14%
2,579
-118
162
$1.22M 0.14%
+5,229
163
$1.19M 0.13%
30,522
+12,682
164
$1.19M 0.13%
9,782
+13
165
$1.18M 0.13%
+1,525
166
$1.16M 0.13%
10,094
-44
167
$1.14M 0.13%
15,175
-106
168
$1.13M 0.13%
8,515
-212
169
$1.1M 0.12%
8,141
-161
170
$1.08M 0.12%
+8,293
171
$1.08M 0.12%
5,574
+77
172
$1.03M 0.12%
7,266
-69
173
$1.03M 0.12%
7,325
-195
174
$989K 0.11%
+3,556
175
$976K 0.11%
6,489
-2,202
5 6
7
8 9