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
$936M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.64M
3
+$3.43M
4
MCK icon
McKesson
MCK
+$3.12M
5
MA icon
Mastercard
MA
+$3.08M

Top Sells

1
+$9.63M
2
+$3.82M
3
+$3.39M
4
AVB icon
AvalonBay Communities
AVB
+$3.28M
5
CVX icon
Chevron
CVX
+$2.89M

Sector Composition

1 Financials 12.81%
2 Technology 12.79%
3 Healthcare 10.78%
4 Industrials 9.45%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.5M 0.16%
+30,467
177
$1.47M 0.16%
+27,410
178
$1.47M 0.16%
24,400
-1,900
179
$1.46M 0.16%
65,200
+1,250
180
$1.46M 0.16%
149,118
-9,512
181
$1.45M 0.15%
20,370
+400
182
$1.44M 0.15%
11,140
-5,370
183
$1.44M 0.15%
15,450
-1,300
184
$1.44M 0.15%
97,889
+22,062
185
$1.43M 0.15%
+41,352
186
$1.42M 0.15%
19,110
-1,300
187
$1.41M 0.15%
17,070
-5,500
188
$1.4M 0.15%
5,330
-780
189
$1.4M 0.15%
26,410
-10,370
190
$1.39M 0.15%
57,140
-3,740
191
$1.39M 0.15%
+42,145
192
$1.39M 0.15%
25,630
+450
193
$1.38M 0.15%
14,800
+250
194
$1.37M 0.15%
175,360
+3,250
195
$1.37M 0.15%
20,690
+400
196
$1.35M 0.14%
26,170
+490
197
$1.34M 0.14%
6,238
-1,337
198
$1.33M 0.14%
79,650
-5,500
199
$1.33M 0.14%
35,200
-2,500
200
$1.32M 0.14%
14,010
-1,050
6 7
8
9 10