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
451
$1.76M 0.03%
57,824
-255,428
452
$1.76M 0.03%
+99,661
453
$1.76M 0.03%
+27,165
454
$1.75M 0.03%
+24,838
455
$1.75M 0.03%
+15,237
456
$1.75M 0.03%
38,236
-67,468
457
$1.69M 0.03%
+20,453
458
$1.67M 0.03%
36,950
-25,483
459
$1.66M 0.03%
187,375
+69,898
460
$1.65M 0.03%
29,876
-145,696
461
$1.65M 0.03%
+52,683
462
$1.65M 0.03%
25,859
-228,875
463
$1.62M 0.03%
+62,846
464
$1.58M 0.03%
38,398
-229,868
465
$1.58M 0.03%
+27,247
466
$1.55M 0.03%
+55,218
467
$1.54M 0.03%
40,827
-608,129
468
$1.52M 0.03%
+166,797
469
$1.5M 0.03%
+37,888
470
$1.49M 0.03%
+30,226
471
$1.43M 0.03%
+49,355
472
$1.43M 0.03%
+47,053
473
$1.42M 0.03%
+816,883
474
$1.42M 0.03%
7,535
-41,487
475
$1.42M 0.03%
+67,305
17 18
19
20 21