TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
+6.14%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$4.41B
AUM Growth
-$1.1B
(-20%)
Cap. Flow
-$1.24B
Cap. Flow
% of AUM
-28.19%
Top 10 Holdings %
Top 10 Hldgs %
12.07%
Holding
1,031
New
351
Increased
114
Reduced
136
Closed
430
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$59.3M |
| 2 |
Ross Stores
ROST
|
+$54.8M |
| 3 |
Palantir
PLTR
|
+$52.9M |
| 4 |
Roblox
RBLX
|
+$52.1M |
| 5 |
Motorola Solutions
MSI
|
+$52M |
Top Sells
| 1 |
Vertiv
VRT
|
+$117M |
| 2 |
Home Depot
HD
|
+$69.5M |
| 3 |
Lowe's Companies
LOW
|
+$66.8M |
| 4 |
Flutter Entertainment
FLUT
|
+$66.7M |
| 5 |
CSX Corp
CSX
|
+$65.7M |
Sector Composition
| 1 | Technology | 23.18% |
| 2 | Industrials | 15.62% |
| 3 | Healthcare | 12.84% |
| 4 | Financials | 12.67% |
| 5 | Consumer Discretionary | 12.15% |
