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 23.7%
2 Consumer Discretionary 16.21%
3 Industrials 15.71%
4 Healthcare 14.17%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.2M 0.06%
436,109
-5,503
277
$3.1M 0.06%
+464,264
278
$3.1M 0.06%
+188,081
279
$3.05M 0.06%
47,952
+36,403
280
$3.04M 0.06%
+118,938
281
$3.01M 0.06%
+83,505
282
$2.99M 0.06%
+30,031
283
$2.97M 0.06%
84,341
+21,859
284
$2.96M 0.06%
+15,894
285
$2.96M 0.06%
53,585
+23,141
286
$2.92M 0.06%
+110,709
287
$2.91M 0.06%
+41,421
288
$2.9M 0.06%
114,672
+50,527
289
$2.87M 0.06%
218,926
+206,250
290
$2.85M 0.06%
40,427
-342,700
291
$2.81M 0.06%
+16,122
292
$2.8M 0.06%
22,853
+19,535
293
$2.78M 0.05%
371,247
+57,760
294
$2.75M 0.05%
+73,417
295
$2.74M 0.05%
+16,535
296
$2.73M 0.05%
+11,244
297
$2.72M 0.05%
+54,262
298
$2.72M 0.05%
+81,932
299
$2.71M 0.05%
+37,287
300
$2.66M 0.05%
+61,030
10 11
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