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
351
$1.68M 0.03%
+42,661
352
$1.64M 0.03%
+40,801
353
$1.64M 0.03%
66,224
-17,657
354
$1.61M 0.03%
+26,718
355
$1.57M 0.03%
8,020
-14,950
356
$1.55M 0.03%
54,274
-30,444
357
$1.55M 0.03%
+13,447
358
$1.54M 0.03%
+110,462
359
$1.53M 0.03%
+17,030
360
$1.52M 0.03%
+30,838
361
$1.49M 0.03%
+51,552
362
$1.49M 0.03%
+78,145
363
$1.48M 0.03%
+4,042
364
$1.47M 0.03%
+54,152
365
$1.47M 0.03%
+106,982
366
$1.47M 0.03%
+50,740
367
$1.46M 0.03%
+17,902
368
$1.43M 0.03%
+62,018
369
$1.4M 0.03%
+33,516
370
$1.39M 0.03%
13,398
-33,459
371
$1.37M 0.03%
+30,631
372
$1.37M 0.03%
37,005
+18,459
373
$1.36M 0.03%
+16,133
374
$1.32M 0.03%
+33,463
375
$1.31M 0.03%
+45,023
13 14
15
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