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
401
$635K 0.04%
20,135
-11,024
402
$634K 0.04%
+14,935
403
$632K 0.04%
2,329
-21,680
404
$632K 0.04%
+28,773
405
$627K 0.04%
+3,071
406
$625K 0.04%
+1,797
407
$620K 0.04%
22,488
+7,389
408
$620K 0.04%
+4,122
409
$619K 0.04%
+43,701
410
$618K 0.04%
8,548
-575
411
$612K 0.04%
+84,835
412
$609K 0.04%
+5,780
413
$595K 0.04%
+19,066
414
$591K 0.04%
+13,677
415
$589K 0.04%
9,583
-541
416
$581K 0.04%
+15,703
417
$576K 0.04%
+22,994
418
$575K 0.04%
+31,099
419
$569K 0.04%
+13,614
420
$569K 0.04%
1,786
-14,249
421
$566K 0.04%
+8,956
422
$558K 0.04%
+953
423
$543K 0.04%
+15,830
424
$529K 0.04%
+29,005
425
$524K 0.04%
12,767
-8,201
15 16
17
18 19