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
601
$401K 0.01%
+9,011
602
$393K 0.01%
+2,761
603
$391K 0.01%
+19,925
604
$387K 0.01%
+6,945
605
$380K 0.01%
2,418
-48,488
606
$361K 0.01%
+4,487
607
$361K 0.01%
+1,041
608
$346K 0.01%
+8,598
609
$346K 0.01%
699
-17,896
610
$328K 0.01%
+24,076
611
$323K 0.01%
+19,181
612
$316K 0.01%
+43,982
613
$316K 0.01%
+16,828
614
$310K 0.01%
+66,141
615
$309K 0.01%
+7,606
616
$305K 0.01%
+16,105
617
$298K 0.01%
5,360
-12,453
618
$292K 0.01%
2,488
-264,749
619
$289K 0.01%
+6,382
620
$269K 0.01%
+3,142
621
$267K 0.01%
+5,457
622
$265K 0.01%
+5,539
623
$256K ﹤0.01%
+5,423
624
$255K ﹤0.01%
+1,984
625
$254K ﹤0.01%
+2,232
23 24
25
26 27