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
$886M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.97M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.44M
5
PFE icon
Pfizer
PFE
+$1.37M

Top Sells

1
+$4.5M
2
+$2.81M
3
+$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.38M
5
GIS icon
General Mills
GIS
+$1.86M

Sector Composition

1 Technology 32.19%
2 Financials 12.43%
3 Healthcare 11.79%
4 Consumer Discretionary 10.1%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$729K 0.08%
+7,118
202
$727K 0.08%
39,330
-178
203
$720K 0.08%
3,258
+799
204
$718K 0.08%
+12,453
205
$716K 0.08%
2,553
-2,152
206
$694K 0.08%
3,940
-165
207
$688K 0.08%
1,358
-23
208
$688K 0.08%
7,545
-221
209
$677K 0.08%
3,759
-1,593
210
$666K 0.08%
7,467
-219
211
$662K 0.07%
10,728
-3
212
$659K 0.07%
6,958
+1,266
213
$650K 0.07%
6,626
-271
214
$649K 0.07%
4,575
+6
215
$645K 0.07%
+2,023
216
$644K 0.07%
+2,372
217
$629K 0.07%
4,621
-146
218
$628K 0.07%
30,718
+1,506
219
$618K 0.07%
9,495
-337
220
$616K 0.07%
4,991
-119
221
$609K 0.07%
14,212
-488
222
$599K 0.07%
34,022
-869
223
$599K 0.07%
9,070
-362
224
$598K 0.07%
1,074
-46
225
$598K 0.07%
10,032
-238
7 8
9
10 11