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
$1.42B
AUM Growth
+$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.9M
3
+$17.8M
4
CSX icon
CSX Corp
CSX
+$17.1M
5
KMI icon
Kinder Morgan
KMI
+$17.1M

Top Sells

1
+$8.87M
2
+$8.84M
3
+$8.82M
4
MCHP icon
Microchip Technology
MCHP
+$8.8M
5
TFC icon
Truist Financial
TFC
+$8.8M

Sector Composition

1 Technology 20.09%
2 Consumer Discretionary 17.24%
3 Healthcare 13.71%
4 Industrials 13.35%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.36M 0.1%
52,947
+41,529
277
$1.36M 0.1%
+11,513
278
$1.34M 0.09%
+27,924
279
$1.33M 0.09%
+7,950
280
$1.32M 0.09%
+63,008
281
$1.32M 0.09%
+20,895
282
$1.32M 0.09%
46,349
+27,757
283
$1.29M 0.09%
+17,349
284
$1.29M 0.09%
14,744
-1,310
285
$1.28M 0.09%
+37,056
286
$1.28M 0.09%
+95,909
287
$1.28M 0.09%
+30,623
288
$1.26M 0.09%
+48,576
289
$1.26M 0.09%
+76,806
290
$1.26M 0.09%
+50,244
291
$1.25M 0.09%
+18,702
292
$1.24M 0.09%
+3,084
293
$1.24M 0.09%
+78,827
294
$1.24M 0.09%
+21,235
295
$1.24M 0.09%
+17,045
296
$1.23M 0.09%
+20,517
297
$1.22M 0.09%
20,865
+17,104
298
$1.21M 0.09%
+31,231
299
$1.21M 0.08%
+11,601
300
$1.2M 0.08%
59,768
+17,641
10 11
12
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