TC

TwinBeech Capital Portfolio holdings

AUM $4.41B
1-Year Est. Return 2.18%
This Quarter Est. Return
1 Year Est. Return
+2.18%
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 17.4%
3 Healthcare 13.71%
4 Industrials 13.35%
5 Financials 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.79M 0.69%
+28,769
27
$9.72M 0.68%
11,585
+11,234
28
$9.28M 0.65%
+31,006
29
$9.09M 0.64%
+34,059
30
$8.88M 0.62%
81,799
-1,059
31
$8.69M 0.61%
15,231
+10,080
32
$8.5M 0.6%
171,140
+124,402
33
$8.07M 0.57%
136,448
+105,169
34
$7.92M 0.56%
+4,719
35
$7.88M 0.55%
+70,136
36
$7.85M 0.55%
226,192
+179,563
37
$7.73M 0.54%
+17,785
38
$7.54M 0.53%
+556,175
39
$7.5M 0.53%
+29,580
40
$7.47M 0.53%
157,993
+94,177
41
$7.45M 0.52%
+309,182
42
$7.35M 0.52%
196,084
+130,779
43
$7.35M 0.52%
+11,808
44
$7.23M 0.51%
+138,733
45
$7.2M 0.51%
73,936
-2,089
46
$7.05M 0.5%
+83,196
47
$6.7M 0.47%
120,672
+51,796
48
$6.69M 0.47%
+34,662
49
$6.41M 0.45%
61,290
+50,365
50
$6.34M 0.45%
+213,897
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