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
551
$727K 0.01%
+4,906
552
$726K 0.01%
+3,082
553
$718K 0.01%
19,800
-89,516
554
$709K 0.01%
+20,852
555
$707K 0.01%
+239,684
556
$704K 0.01%
42,684
+4,840
557
$703K 0.01%
+19,800
558
$698K 0.01%
+10,163
559
$697K 0.01%
+18,837
560
$689K 0.01%
9,176
-1,021
561
$685K 0.01%
+8,411
562
$673K 0.01%
+17,513
563
$663K 0.01%
+4,185
564
$662K 0.01%
+40,589
565
$660K 0.01%
+26,108
566
$652K 0.01%
48,304
-80,113
567
$651K 0.01%
9,222
-49,452
568
$634K 0.01%
29,963
-197,376
569
$632K 0.01%
60,882
-33,866
570
$627K 0.01%
+9,725
571
$617K 0.01%
18,311
-8,649
572
$616K 0.01%
+13,317
573
$610K 0.01%
+9,748
574
$597K 0.01%
+5,695
575
$597K 0.01%
+10,951
21 22
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