TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
-12.57%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$2.27B
AUM Growth
+$516M
(+29%)
Cap. Flow
+$614M
Cap. Flow
% of AUM
27.03%
Top 10 Holdings %
Top 10 Hldgs %
12.54%
Holding
835
New
304
Increased
103
Reduced
61
Closed
367
Top Buys
| 1 |
Home Depot
HD
|
+$32.8M |
| 2 |
TJX Companies
TJX
|
+$32M |
| 3 |
Costco
COST
|
+$28.8M |
| 4 |
ServiceNow
NOW
|
+$27.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$27.5M |
Top Sells
| 1 |
Danaher
DHR
|
+$22.2M |
| 2 |
DexCom
DXCM
|
+$21.7M |
| 3 |
Analog Devices
ADI
|
+$21.5M |
| 4 |
Texas Instruments
TXN
|
+$21.3M |
| 5 |
GE Aerospace
GE
|
+$19.3M |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Consumer Discretionary | 16.23% |
| 3 | Healthcare | 13.59% |
| 4 | Industrials | 11.54% |
| 5 | Financials | 8.63% |