TC

TwinBeech Capital Portfolio holdings

AUM $2.53B
1-Year Est. Return 0.52%
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$65.8M
3
+$65.5M
4
ADBE icon
Adobe
ADBE
+$64.1M
5
MA icon
Mastercard
MA
+$62.3M

Top Sells

1
+$69.9M
2
+$69.8M
3
+$66.3M
4
PLTR icon
Palantir
PLTR
+$66M
5
ACN icon
Accenture
ACN
+$60.7M

Sector Composition

1 Technology 23.71%
2 Consumer Discretionary 16.21%
3 Industrials 15.7%
4 Healthcare 14.17%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.06M 0.1%
33,624
+26,321
227
$5.04M 0.1%
+102,808
228
$5.02M 0.1%
+76,014
229
$5.02M 0.1%
18,602
+2,011
230
$4.98M 0.1%
+120,850
231
$4.94M 0.1%
42,781
+31,776
232
$4.93M 0.1%
68,876
-16,610
233
$4.92M 0.1%
340,637
-75,878
234
$4.83M 0.1%
+25,216
235
$4.79M 0.09%
+26,132
236
$4.77M 0.09%
30,181
-73,925
237
$4.76M 0.09%
119,963
-82,339
238
$4.76M 0.09%
+8,072
239
$4.76M 0.09%
+41,669
240
$4.69M 0.09%
+151,498
241
$4.5M 0.09%
252,823
+217,093
242
$4.42M 0.09%
+15,812
243
$4.4M 0.09%
+35,081
244
$4.36M 0.09%
20,230
+13,457
245
$4.34M 0.09%
+192,245
246
$4.33M 0.09%
118,114
+76,779
247
$4.28M 0.08%
+38,903
248
$4.22M 0.08%
+89,869
249
$4.22M 0.08%
+51,921
250
$4.19M 0.08%
+188,846
8 9
10
11 12