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
$1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.02M
3
+$2.93M
4
GWRE icon
Guidewire Software
GWRE
+$2.8M
5
WRK
WestRock Company
WRK
+$2.78M

Top Sells

1
+$10M
2
+$6.69M
3
+$6.33M
4
FTNT icon
Fortinet
FTNT
+$5.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.24M

Sector Composition

1 Technology 24.22%
2 Financials 14.42%
3 Healthcare 13.12%
4 Consumer Discretionary 10.82%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.14%
+4,196
177
$1.34M 0.13%
+12,099
178
$1.34M 0.13%
6,698
-1,280
179
$1.33M 0.13%
9,480
-13,220
180
$1.3M 0.13%
57,595
-11,920
181
$1.3M 0.13%
29,970
-6,200
182
$1.3M 0.13%
+63,040
183
$1.28M 0.13%
14,992
-3,480
184
$1.27M 0.13%
17,806
-4,560
185
$1.27M 0.13%
3,893
-412
186
$1.26M 0.13%
15,752
+7,830
187
$1.26M 0.13%
11,430
-2,900
188
$1.22M 0.12%
27,227
-6,669
189
$1.2M 0.12%
22,060
-5,450
190
$1.2M 0.12%
23,762
-6,200
191
$1.2M 0.12%
37,636
+14,562
192
$1.19M 0.12%
10,586
+5,180
193
$1.19M 0.12%
7,509
-1,940
194
$1.18M 0.12%
17,510
-4,880
195
$1.18M 0.12%
5,371
-1,360
196
$1.18M 0.12%
+6,476
197
$1.18M 0.12%
18,597
-4,600
198
$1.15M 0.11%
7,900
-2,010
199
$1.14M 0.11%
18,327
-5,090
200
$1.12M 0.11%
3,760
-830
6 7
8
9 10