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
$1.22B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$5.78M
3
+$4.99M
4
CRM icon
Salesforce
CRM
+$4.87M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.81M

Top Sells

1
+$4.48M
2
+$4.1M
3
+$3.82M
4
BND icon
Vanguard Total Bond Market
BND
+$3.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.43M

Sector Composition

1 Financials 13.92%
2 Healthcare 13.23%
3 Technology 12.42%
4 Industrials 8.85%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.87M 0.15%
24,380
+5,600
177
$1.86M 0.15%
43,430
+14,660
178
$1.85M 0.15%
34,570
+7,960
179
$1.82M 0.15%
99,340
-3,790
180
$1.79M 0.15%
15,640
+110
181
$1.77M 0.15%
37,950
-9,020
182
$1.75M 0.14%
+29,097
183
$1.72M 0.14%
39,750
+9,000
184
$1.62M 0.13%
29,490
+5,800
185
$1.61M 0.13%
47,040
+120
186
$1.59M 0.13%
+33,180
187
$1.59M 0.13%
80,194
+16,613
188
$1.56M 0.13%
+41,270
189
$1.54M 0.13%
85,770
+2,260
190
$1.53M 0.13%
17,750
+110
191
$1.53M 0.13%
+20,700
192
$1.51M 0.12%
27,390
+6,200
193
$1.51M 0.12%
+44,300
194
$1.5M 0.12%
38,580
+19,520
195
$1.5M 0.12%
22,263
+130
196
$1.37M 0.11%
144,940
+50
197
$1.37M 0.11%
4,379
+26
198
$1.35M 0.11%
90,470
+460
199
$1.34M 0.11%
36,430
+8,000
200
$1.33M 0.11%
22,940
+5,000
6 7
8
9 10