TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
-6.11%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$1.42B
AUM Growth
+$595M
(+72%)
Cap. Flow
+$614M
Cap. Flow
% of AUM
43.24%
Top 10 Holdings %
Top 10 Hldgs %
12.05%
Holding
832
New
411
Increased
79
Reduced
53
Closed
289
Top Buys
| 1 |
Estee Lauder
EL
|
$18.1M |
| 2 |
TJX Companies
TJX
|
$17.9M |
| 3 |
Wells Fargo
WFC
|
$17.8M |
| 4 |
CSX Corp
CSX
|
$17.1M |
| 5 |
Kinder Morgan
KMI
|
$17.1M |
Top Sells
| 1 |
MetLife
MET
|
$8.87M |
| 2 |
Global Payments
GPN
|
$8.84M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
$8.82M |
| 4 |
Microchip Technology
MCHP
|
$8.81M |
| 5 |
Truist Financial
TFC
|
$8.8M |
Sector Composition
| 1 | Technology | 20.09% |
| 2 | Consumer Discretionary | 17.4% |
| 3 | Healthcare | 13.71% |
| 4 | Industrials | 13.35% |
| 5 | Financials | 12.25% |
