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
401
$1.08M 0.02%
156,754
-1,465
402
$1.07M 0.02%
38,945
-144,046
403
$1.03M 0.02%
10,987
-223,929
404
$1.01M 0.02%
46,501
+21,172
405
$1.01M 0.02%
+13,566
406
$974K 0.02%
14,045
-30,363
407
$960K 0.02%
+18,933
408
$949K 0.02%
+30,177
409
$948K 0.02%
+10,315
410
$895K 0.02%
13,642
-26,767
411
$893K 0.02%
+67,223
412
$892K 0.02%
+5,317
413
$885K 0.02%
10,291
-34,204
414
$877K 0.02%
+44,847
415
$856K 0.02%
33,783
-2,604,065
416
$847K 0.02%
8,355
-363,837
417
$844K 0.02%
+73,043
418
$833K 0.02%
+17,178
419
$815K 0.02%
30,859
+23,458
420
$811K 0.02%
+26,073
421
$802K 0.02%
+19,165
422
$783K 0.02%
+11,351
423
$763K 0.02%
+40,536
424
$762K 0.02%
+78,349
425
$732K 0.01%
+17,813
15 16
17
18 19