TC

TwinBeech Capital Portfolio holdings

AUM $1.41B
1-Year Est. Return 3.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.84B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$77.6M
3
+$77.2M
4
TJX icon
TJX Companies
TJX
+$75.8M
5
UBER icon
Uber
UBER
+$75.2M

Top Sells

1
+$66.6M
2
+$66.6M
3
+$66.4M
4
MPWR icon
Monolithic Power Systems
MPWR
+$66.2M
5
RTX icon
RTX Corp
RTX
+$64.1M

Sector Composition

1 Technology 25.09%
2 Industrials 15.97%
3 Consumer Discretionary 15.87%
4 Healthcare 14.55%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$523K 0.01%
+15,967
452
$520K 0.01%
+9,673
453
$507K 0.01%
+4,211
454
$506K 0.01%
+29,515
455
$505K 0.01%
+5,336
456
$503K 0.01%
+7,835
457
$489K 0.01%
+41,669
458
$486K 0.01%
9,365
-29,658
459
$480K 0.01%
+20,256
460
$480K 0.01%
+2,250
461
$479K 0.01%
+15,819
462
$465K 0.01%
1,973
-94
463
$457K 0.01%
9,612
-2,855
464
$453K 0.01%
+6,688
465
$451K 0.01%
9,672
-13,808
466
$449K 0.01%
+2,491
467
$439K 0.01%
+8,854
468
$438K 0.01%
11,774
-434,212
469
$437K 0.01%
+8,268
470
$436K 0.01%
+13,724
471
$435K 0.01%
5,626
-709,355
472
$433K 0.01%
3,886
-378,080
473
$421K 0.01%
12,236
-80,403
474
$413K 0.01%
5,374
-102,240
475
$412K 0.01%
+16,034
17 18
19
20 21