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
$5.24B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$66.6M
3
+$66.2M
4
LIN icon
Linde
LIN
+$66M
5
SNPS icon
Synopsys
SNPS
+$64.7M

Top Sells

1
+$71.9M
2
+$70.3M
3
+$68.4M
4
V icon
Visa
V
+$67.7M
5
TTD icon
Trade Desk
TTD
+$65.8M

Sector Composition

1 Technology 21.46%
2 Industrials 15.94%
3 Consumer Discretionary 13.46%
4 Healthcare 12.32%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$855K 0.02%
+5,321
527
$853K 0.02%
+22,736
528
$847K 0.02%
+19,573
529
$845K 0.02%
11,740
-28,687
530
$842K 0.02%
2,811
-15,791
531
$832K 0.02%
+50,350
532
$829K 0.02%
+38,196
533
$825K 0.02%
+16,520
534
$825K 0.02%
76,310
+17,691
535
$825K 0.02%
126,662
+41,920
536
$819K 0.02%
+6,141
537
$818K 0.02%
13,062
-145,097
538
$814K 0.02%
+6,946
539
$778K 0.01%
+16,048
540
$774K 0.01%
+6,389
541
$772K 0.01%
69,283
-103,014
542
$757K 0.01%
+4,299
543
$751K 0.01%
+55,724
544
$738K 0.01%
9,213
-66,801
545
$717K 0.01%
+30,334
546
$709K 0.01%
+14,102
547
$682K 0.01%
+17,610
548
$675K 0.01%
+6,283
549
$670K 0.01%
+120,434
550
$664K 0.01%
+114,531
20 21
22
23 24