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
426
$2.16M 0.04%
+6,396
427
$2.16M 0.04%
+35,132
428
$2.16M 0.04%
96,899
-91,451
429
$2.15M 0.04%
+101,681
430
$2.14M 0.04%
+183,930
431
$2.13M 0.04%
+67,023
432
$2.11M 0.04%
+19,830
433
$2.09M 0.04%
+153,058
434
$2.08M 0.04%
+76,007
435
$2.08M 0.04%
+23,480
436
$2.07M 0.04%
121,010
+74,970
437
$2.07M 0.04%
41,955
+18,419
438
$2.03M 0.04%
+9,374
439
$2.01M 0.04%
+264,325
440
$2.01M 0.04%
+16,038
441
$1.93M 0.04%
119,503
+24,177
442
$1.92M 0.04%
215,581
+110,357
443
$1.88M 0.04%
+46,845
444
$1.86M 0.04%
+29,613
445
$1.85M 0.04%
59,388
-39,193
446
$1.84M 0.03%
5,692
-5,779
447
$1.83M 0.03%
76,222
+52,662
448
$1.8M 0.03%
+12,223
449
$1.79M 0.03%
+39,513
450
$1.77M 0.03%
+142,282
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