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
$5.26B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$67.8M
3
+$67.3M
4
PANW icon
Palo Alto Networks
PANW
+$66.6M
5
BA icon
Boeing
BA
+$64.4M

Top Sells

1
+$67.7M
2
+$56.7M
3
+$52.5M
4
ULTA icon
Ulta Beauty
ULTA
+$47.3M
5
NOW icon
ServiceNow
NOW
+$46.3M

Sector Composition

1 Technology 20.35%
2 Consumer Discretionary 19.06%
3 Healthcare 15.7%
4 Financials 11.41%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.39M 0.05%
+28,493
402
$2.38M 0.05%
+141,581
403
$2.38M 0.05%
64,144
-180,705
404
$2.38M 0.05%
114,334
+18,538
405
$2.36M 0.04%
45,157
-102,128
406
$2.36M 0.04%
+15,945
407
$2.35M 0.04%
+119,065
408
$2.35M 0.04%
+42,492
409
$2.32M 0.04%
+45,159
410
$2.32M 0.04%
+30,436
411
$2.31M 0.04%
+86,823
412
$2.28M 0.04%
+100,786
413
$2.28M 0.04%
107,760
+19,681
414
$2.26M 0.04%
+212,203
415
$2.26M 0.04%
+98,839
416
$2.24M 0.04%
356,044
+160,609
417
$2.23M 0.04%
+95,985
418
$2.23M 0.04%
6,646
-133,883
419
$2.22M 0.04%
+66,166
420
$2.21M 0.04%
+80,953
421
$2.21M 0.04%
120,296
+21,719
422
$2.2M 0.04%
+55,853
423
$2.2M 0.04%
+20,007
424
$2.19M 0.04%
+91,766
425
$2.18M 0.04%
+48,788
15 16
17
18 19