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
$1.05B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.92M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$4.16M
5
GE icon
GE Aerospace
GE
+$3.64M

Top Sells

1
+$15.4M
2
+$6.26M
3
+$5.64M
4
AVGO icon
Broadcom
AVGO
+$4.38M
5
COF icon
Capital One
COF
+$4.03M

Sector Composition

1 Financials 13.75%
2 Healthcare 12.93%
3 Technology 12.28%
4 Industrials 8.89%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.13%
+17,640
177
$1.35M 0.13%
63,581
+2,033
178
$1.34M 0.13%
+83,510
179
$1.34M 0.13%
18,780
+400
180
$1.31M 0.12%
+42,130
181
$1.3M 0.12%
30,750
+1,120
182
$1.27M 0.12%
32,670
+17,470
183
$1.26M 0.12%
26,610
-20,990
184
$1.24M 0.12%
10,700
+6,790
185
$1.23M 0.12%
+28,770
186
$1.22M 0.12%
52,734
-31,648
187
$1.18M 0.11%
4,353
188
$1.18M 0.11%
5,690
+360
189
$1.18M 0.11%
26,390
+13,480
190
$1.17M 0.11%
23,690
+11,160
191
$1.17M 0.11%
+12,420
192
$1.14M 0.11%
110,160
193
$1.12M 0.11%
10,860
-850
194
$1.11M 0.11%
16,570
+7,440
195
$1.1M 0.1%
28,430
+2,610
196
$1.1M 0.1%
9,177
+407
197
$1.09M 0.1%
13,260
-100
198
$1.09M 0.1%
20,180
+12,170
199
$1.08M 0.1%
21,190
+740
200
$1.07M 0.1%
25,990
+1,220
6 7
8
9 10