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
451
$516K 0.01%
+16,039
452
$509K 0.01%
+36,708
453
$505K 0.01%
6,035
-37,752
454
$493K 0.01%
72,242
-87,014
455
$487K 0.01%
9,863
-272,066
456
$471K 0.01%
+3,381
457
$457K 0.01%
+4,437
458
$454K 0.01%
+43,738
459
$445K 0.01%
+6,881
460
$436K 0.01%
2,984
-27,873
461
$435K 0.01%
+6,201
462
$431K 0.01%
+9,035
463
$421K 0.01%
+3,774
464
$414K 0.01%
38,114
-67,292
465
$412K 0.01%
+14,339
466
$391K 0.01%
+11,320
467
$384K 0.01%
8,103
-30,303
468
$376K 0.01%
+3,720
469
$370K 0.01%
+19,015
470
$339K 0.01%
+34,145
471
$336K 0.01%
+46,430
472
$335K 0.01%
+13,061
473
$335K 0.01%
+1,126
474
$326K 0.01%
+4,630
475
$318K 0.01%
+1,148
17 18
19
20 21