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
$456M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.89M
3
+$4.86M
4
PAYC icon
Paycom
PAYC
+$4.85M
5
DUK icon
Duke Energy
DUK
+$4.84M

Top Sells

1
+$3.29M
2
+$3.15M
3
+$3.09M
4
LOW icon
Lowe's Companies
LOW
+$2.99M
5
SHW icon
Sherwin-Williams
SHW
+$2.85M

Sector Composition

1 Consumer Discretionary 25.6%
2 Technology 16.73%
3 Healthcare 12.94%
4 Industrials 12.78%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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15 16
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