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
$456M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.89M
3
+$4.86M
4
PAYC icon
Paycom
PAYC
+$4.85M
5
DUK icon
Duke Energy
DUK
+$4.84M

Top Sells

1
+$3.29M
2
+$3.15M
3
+$3.09M
4
LOW icon
Lowe's Companies
LOW
+$2.99M
5
SHW icon
Sherwin-Williams
SHW
+$2.85M

Sector Composition

1 Consumer Discretionary 25.6%
2 Technology 16.73%
3 Healthcare 12.94%
4 Industrials 12.78%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$442K 0.1%
+7,086
252
$436K 0.1%
+23,429
253
$431K 0.09%
+23,369
254
$427K 0.09%
+4,981
255
$422K 0.09%
+3,748
256
$421K 0.09%
+6,372
257
$419K 0.09%
+6,779
258
$419K 0.09%
+12,590
259
$405K 0.09%
+4,580
260
$402K 0.09%
+9,546
261
$397K 0.09%
+3,459
262
$396K 0.09%
+7,096
263
$395K 0.09%
+5,760
264
$394K 0.09%
+21,519
265
$387K 0.08%
+2,260
266
$383K 0.08%
+5,218
267
$383K 0.08%
+9,126
268
$383K 0.08%
+784
269
$382K 0.08%
+10,002
270
$382K 0.08%
+2,075
271
$376K 0.08%
+13,474
272
$376K 0.08%
+4,579
273
$375K 0.08%
+25,234
274
$370K 0.08%
1,947
+402
275
$369K 0.08%
+17,619
9 10
11
12 13