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
451
$424K 0.03%
+29,726
452
$422K 0.03%
8,157
-19,587
453
$420K 0.03%
+8,956
454
$419K 0.03%
+7,576
455
$417K 0.03%
+2,723
456
$413K 0.03%
+3,065
457
$412K 0.03%
5,070
-4,026
458
$409K 0.03%
+4,129
459
$407K 0.03%
+4,864
460
$406K 0.03%
+38,874
461
$404K 0.03%
+12,005
462
$403K 0.03%
2,287
-8,180
463
$402K 0.03%
+2,071
464
$400K 0.03%
+3,736
465
$395K 0.03%
+23,852
466
$395K 0.03%
+1,906
467
$395K 0.03%
+7,122
468
$386K 0.03%
+5,599
469
$383K 0.03%
+2,505
470
$382K 0.03%
+20,954
471
$381K 0.03%
+4,393
472
$381K 0.03%
+3,989
473
$379K 0.03%
+18,679
474
$379K 0.03%
+2,606
475
$379K 0.03%
5,458
+2,986
17 18
19
20 21