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
476
$376K 0.03%
6,269
-35,373
477
$375K 0.03%
+4,052
478
$374K 0.03%
+635
479
$367K 0.03%
+1,376
480
$366K 0.03%
12,656
-15,147
481
$362K 0.03%
+17,856
482
$361K 0.03%
5,843
-7,771
483
$346K 0.02%
+1,226
484
$344K 0.02%
+771
485
$339K 0.02%
2,096
-358
486
$338K 0.02%
+18,230
487
$330K 0.02%
7,749
-4,416
488
$329K 0.02%
+11,799
489
$326K 0.02%
+1,111
490
$326K 0.02%
+2,883
491
$325K 0.02%
+3,166
492
$322K 0.02%
+6,902
493
$321K 0.02%
+2,795
494
$320K 0.02%
30,266
+8,924
495
$317K 0.02%
+46,141
496
$317K 0.02%
+8,547
497
$316K 0.02%
14,174
+4,755
498
$314K 0.02%
+10,354
499
$312K 0.02%
+18,230
500
$310K 0.02%
+29,282
18 19
20
21 22