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
476
$1.41M 0.03%
+41,185
477
$1.41M 0.03%
+77,361
478
$1.39M 0.03%
+16,997
479
$1.36M 0.03%
21,815
-29,782
480
$1.34M 0.03%
+191,540
481
$1.32M 0.03%
50,588
-163,571
482
$1.32M 0.03%
+12,777
483
$1.32M 0.03%
+14,587
484
$1.3M 0.02%
45,733
+12,494
485
$1.3M 0.02%
+31,834
486
$1.29M 0.02%
333,395
+65,346
487
$1.28M 0.02%
+65,766
488
$1.28M 0.02%
+15,708
489
$1.28M 0.02%
+13,755
490
$1.28M 0.02%
+41,178
491
$1.28M 0.02%
+17,741
492
$1.26M 0.02%
+45,208
493
$1.25M 0.02%
+12,353
494
$1.25M 0.02%
+23,076
495
$1.23M 0.02%
131,243
+78,714
496
$1.23M 0.02%
+25,954
497
$1.23M 0.02%
+2,238
498
$1.23M 0.02%
+43,937
499
$1.23M 0.02%
+63,343
500
$1.22M 0.02%
23,151
-3,637
18 19
20
21 22