TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
+3.47%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$825M
AUM Growth
+$141M
(+21%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
15.42%
Top 10 Holdings %
Top 10 Hldgs %
10.76%
Holding
725
New
296
Increased
69
Reduced
56
Closed
304
Top Buys
| 1 |
MetLife
MET
|
+$8.87M |
| 2 |
Fiserv
FI
|
+$8.86M |
| 3 |
Fidelity National Information Services
FIS
|
+$8.82M |
| 4 |
Microchip Technology
MCHP
|
+$8.81M |
| 5 |
Cognizant
CTSH
|
+$8.71M |
Top Sells
| 1 |
Becton Dickinson
BDX
|
+$8.82M |
| 2 |
Atlassian
TEAM
|
+$8.24M |
| 3 |
TJX Companies
TJX
|
+$7.89M |
| 4 |
Align Technology
ALGN
|
+$7.74M |
| 5 |
Qualcomm
QCOM
|
+$7.34M |
Sector Composition
| 1 | Technology | 21.25% |
| 2 | Consumer Discretionary | 18.16% |
| 3 | Healthcare | 16.4% |
| 4 | Financials | 14.53% |
| 5 | Industrials | 9.3% |
