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
$5.07B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$64.5M
3
+$63.8M
4
FCX icon
Freeport-McMoran
FCX
+$58.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$55.5M

Top Sells

1
+$68.2M
2
+$63M
3
+$62.9M
4
AVGO icon
Broadcom
AVGO
+$62.5M
5
CRM icon
Salesforce
CRM
+$61.5M

Sector Composition

1 Technology 20.18%
2 Consumer Discretionary 16.25%
3 Healthcare 14.78%
4 Financials 14.55%
5 Industrials 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$791K 0.02%
+122,393
477
$769K 0.02%
6,806
+4,254
478
$766K 0.02%
+69,611
479
$751K 0.01%
+48,661
480
$747K 0.01%
+12,854
481
$711K 0.01%
36,536
+17,441
482
$698K 0.01%
+31,392
483
$698K 0.01%
32,242
-278,272
484
$695K 0.01%
+13,070
485
$680K 0.01%
+24,032
486
$678K 0.01%
+40,723
487
$677K 0.01%
92,098
+38,946
488
$674K 0.01%
+28,741
489
$671K 0.01%
24,595
-14,886
490
$669K 0.01%
+3,325
491
$654K 0.01%
+10,804
492
$649K 0.01%
+122,164
493
$647K 0.01%
+3,456
494
$641K 0.01%
+2,562
495
$630K 0.01%
12,238
-56,517
496
$623K 0.01%
18,376
-25,692
497
$613K 0.01%
+7,334
498
$604K 0.01%
35,984
-89,658
499
$596K 0.01%
42,818
-19,199
500
$591K 0.01%
+21,916
18 19
20
21 22