TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
-22.61%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$251M
AUM Growth
-$94.7M
(-27%)
Cap. Flow
-$74.4M
Cap. Flow
% of AUM
-29.7%
Top 10 Holdings %
Top 10 Hldgs %
11.84%
Holding
546
New
181
Increased
53
Reduced
33
Closed
279
Top Buys
| 1 |
HCA Healthcare
HCA
|
+$3.38M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$3.15M |
| 3 |
Lowe's Companies
LOW
|
+$2.99M |
| 4 |
Best Buy
BBY
|
+$2.98M |
| 5 |
AutoZone
AZO
|
+$2.85M |
Top Sells
| 1 |
United Parcel Service
UPS
|
+$4.34M |
| 2 |
Tesla
TSLA
|
+$4.32M |
| 3 |
Ross Stores
ROST
|
+$4.16M |
| 4 |
TJX Companies
TJX
|
+$4.16M |
| 5 |
Constellation Brands
STZ
|
+$4.1M |
Sector Composition
| 1 | Technology | 20.61% |
| 2 | Consumer Discretionary | 19.54% |
| 3 | Industrials | 13.65% |
| 4 | Healthcare | 11.78% |
| 5 | Financials | 11.41% |
