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
501
$1.21M 0.02%
6,552
-34,238
502
$1.21M 0.02%
+8,601
503
$1.2M 0.02%
+9,587
504
$1.19M 0.02%
+26,266
505
$1.19M 0.02%
100,316
-257,326
506
$1.18M 0.02%
38,458
-625
507
$1.15M 0.02%
+55,473
508
$1.14M 0.02%
87,307
+15,300
509
$1.11M 0.02%
+22,940
510
$1.04M 0.02%
+43,691
511
$1.03M 0.02%
+8,610
512
$1.02M 0.02%
+46,176
513
$1.01M 0.02%
+8,995
514
$982K 0.02%
+83,319
515
$982K 0.02%
+52,830
516
$968K 0.02%
+93,832
517
$951K 0.02%
59,401
-24,825
518
$947K 0.02%
+13,858
519
$941K 0.02%
+112,581
520
$932K 0.02%
+109,515
521
$931K 0.02%
+13,580
522
$925K 0.02%
+6,080
523
$912K 0.02%
+36,534
524
$904K 0.02%
+39,369
525
$897K 0.02%
+16,685
19 20
21
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