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
$999M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.18M
3
+$2.99M
4
INTU icon
Intuit
INTU
+$2.59M
5
AAP icon
Advance Auto Parts
AAP
+$2.53M

Top Sells

1
+$5.27M
2
+$5.22M
3
+$4.28M
4
MSFT icon
Microsoft
MSFT
+$3.56M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M

Sector Composition

1 Technology 27.51%
2 Healthcare 13.89%
3 Financials 12.98%
4 Consumer Discretionary 10.73%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$950K 0.1%
8,777
+270
202
$928K 0.09%
14,026
-1,220
203
$927K 0.09%
5,363
-410
204
$927K 0.09%
2,396
-2,480
205
$925K 0.09%
31,895
-2,840
206
$920K 0.09%
11,870
-400
207
$917K 0.09%
4,740
+110
208
$899K 0.09%
3,353
+1,455
209
$893K 0.09%
11,420
-1,050
210
$890K 0.09%
3,444
+100
211
$884K 0.09%
2,143
-210
212
$877K 0.09%
+3,750
213
$876K 0.09%
4,277
+245
214
$856K 0.09%
23,378
-1,867
215
$855K 0.09%
9,800
+430
216
$851K 0.09%
7,889
-700
217
$844K 0.08%
3,680
-350
218
$823K 0.08%
6,348
-570
219
$794K 0.08%
5,076
-480
220
$786K 0.08%
2,499
-255
221
$786K 0.08%
58,085
-5,301
222
$780K 0.08%
12,483
+400
223
$776K 0.08%
13,095
-1,150
224
$763K 0.08%
3,403
-319
225
$757K 0.08%
5,217
-370
7 8
9
10 11