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
$987M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.18M
3
+$2.96M
4
IP icon
International Paper
IP
+$2.86M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.8M

Top Sells

1
+$5.1M
2
+$3.7M
3
+$3.48M
4
GIS icon
General Mills
GIS
+$2.71M
5
WY icon
Weyerhaeuser
WY
+$2.68M

Sector Composition

1 Financials 13.04%
2 Technology 12.74%
3 Healthcare 11.19%
4 Industrials 8.99%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.35M 0.14%
42,730
+3,150
177
$1.33M 0.13%
23,750
-2,250
178
$1.32M 0.13%
54,496
+4,276
179
$1.3M 0.13%
149,400
+12,500
180
$1.29M 0.13%
41,028
-3,840
181
$1.27M 0.13%
27,552
+10,696
182
$1.26M 0.13%
18,160
+1,350
183
$1.26M 0.13%
58,940
-5,360
184
$1.24M 0.13%
35,472
-3,131
185
$1.23M 0.12%
9,540
+600
186
$1.23M 0.12%
37,510
-2,160
187
$1.21M 0.12%
1,040
+100
188
$1.19M 0.12%
17,330
+6,350
189
$1.19M 0.12%
11,320
+2,570
190
$1.16M 0.12%
53,100
+10,630
191
$1.13M 0.11%
25,890
+2,050
192
$1.11M 0.11%
+15,180
193
$1.08M 0.11%
52,210
+4,300
194
$1.06M 0.11%
60,710
+12,280
195
$1.06M 0.11%
+22,662
196
$1.05M 0.11%
12,130
+1,050
197
$1.05M 0.11%
21,120
-5,080
198
$1.04M 0.11%
12,340
+990
199
$1.04M 0.11%
6,920
+700
200
$1M 0.1%
7,910
+750
6 7
8
9 10