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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.32M
3
+$4.16M
4
TJX icon
TJX Companies
TJX
+$4.16M
5
STZ icon
Constellation Brands
STZ
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.41%
2 Healthcare 15.43%
3 Technology 15.32%
4 Industrials 10.34%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$209K 0.06%
+10,890
352
$209K 0.06%
+3,679
353
$206K 0.06%
+2,165
354
$204K 0.06%
+4,735
355
$204K 0.06%
+10,823
356
$204K 0.06%
+2,570
357
$203K 0.06%
+2,165
358
$203K 0.06%
+3,043
359
$202K 0.06%
+6,527
360
$200K 0.06%
+2,199
361
$165K 0.05%
+14,103
362
$131K 0.04%
+2,842
363
$124K 0.04%
+11,983
364
$107K 0.03%
+4,160
365
$61K 0.02%
+2,597
11 12 13 14
15