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
501
$299K 0.02%
+1,016
502
$298K 0.02%
+4,700
503
$295K 0.02%
+12,031
504
$291K 0.02%
+16,625
505
$290K 0.02%
+1,993
506
$285K 0.02%
+7,549
507
$282K 0.02%
+31,046
508
$278K 0.02%
+2,279
509
$278K 0.02%
+2,414
510
$273K 0.02%
+1,362
511
$273K 0.02%
+1,860
512
$269K 0.02%
+5,637
513
$267K 0.02%
+7,342
514
$265K 0.02%
+4,179
515
$262K 0.02%
+1,234
516
$260K 0.02%
+10,258
517
$256K 0.02%
+14,800
518
$254K 0.02%
+6,205
519
$253K 0.02%
+4,573
520
$251K 0.02%
+5,299
521
$249K 0.02%
17,468
-24,908
522
$245K 0.02%
+823
523
$242K 0.02%
+7,495
524
$240K 0.02%
+7,345
525
$237K 0.02%
+12,031
19 20
21
22 23