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
251
$4.09M 0.08%
213,752
+193,079
252
$4.08M 0.08%
+77,517
253
$4.03M 0.08%
+11,118
254
$3.97M 0.08%
+196,844
255
$3.97M 0.08%
+9,794
256
$3.94M 0.08%
+209,666
257
$3.91M 0.08%
+33,960
258
$3.82M 0.08%
+76,602
259
$3.74M 0.07%
308,878
+71,397
260
$3.64M 0.07%
129,136
+98,430
261
$3.6M 0.07%
+91,449
262
$3.59M 0.07%
+98,194
263
$3.49M 0.07%
+58,698
264
$3.46M 0.07%
88,711
-9,331
265
$3.45M 0.07%
+79,991
266
$3.45M 0.07%
+28,937
267
$3.44M 0.07%
167,714
+95,831
268
$3.42M 0.07%
196,273
+183,674
269
$3.38M 0.07%
+30,818
270
$3.37M 0.07%
+93,176
271
$3.33M 0.07%
+78,828
272
$3.32M 0.07%
+139,089
273
$3.28M 0.06%
87,058
-4,842
274
$3.26M 0.06%
107,883
-232,713
275
$3.23M 0.06%
306,051
-17,315
9 10
11
12 13