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
201
$1.09M 0.11%
5,392
-1,450
202
$1.04M 0.1%
74,562
-53,032
203
$1.03M 0.1%
15,566
-2,180
204
$1.02M 0.1%
12,035
-3,470
205
$1.01M 0.1%
14,164
-3,640
206
$1.01M 0.1%
8,425
-1,170
207
$998K 0.1%
32,150
-8,170
208
$997K 0.1%
29,000
-7,200
209
$981K 0.1%
15,380
+7,200
210
$975K 0.1%
4,109
-764
211
$971K 0.1%
4,977
-1,070
212
$948K 0.09%
4,302
-1,070
213
$934K 0.09%
6,988
-840
214
$922K 0.09%
3,855
-520
215
$911K 0.09%
9,997
-2,780
216
$876K 0.09%
2,661
-359
217
$871K 0.09%
+5,797
218
$866K 0.09%
34,040
-4,560
219
$860K 0.09%
5,440
-1,580
220
$859K 0.09%
+14,133
221
$853K 0.08%
+3,224
222
$832K 0.08%
8,720
-2,450
223
$825K 0.08%
14,570
-3,650
224
$815K 0.08%
16,100
+700
225
$812K 0.08%
5,873
-830
7 8
9
10 11