We are live on ! Find out more
TC

TwinBeech Capital Portfolio holdings

AUM $965M
1-Year Est. Return 0.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19.7M
3
+$18.9M
4
UNP icon
Union Pacific
UNP
+$18.7M
5
CSX icon
CSX Corp
CSX
+$18.5M

Top Sells

1
+$8.87M
2
+$8.84M
3
+$8.82M
4
MCHP icon
Microchip Technology
MCHP
+$8.8M
5
TFC icon
Truist Financial
TFC
+$8.8M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 17.24%
3 Healthcare 13.71%
4 Industrials 13.46%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-2,276
702
– –
-3,920
703
– –
-10,307
704
– –
-75,289
705
– –
-1,745
706
– –
-12,431
707
– –
-61,358
708
– –
-2,073
709
– –
-10,235
710
– –
-99,381
711
– –
-33,373
712
– –
-69,907
713
– –
-15,261
714
– –
-171,643
715
– –
-10,297
716
– –
-23,326
717
– –
-34,893
718
– –
-17,916
719
– –
-2,828
720
– –
-46,133
721
– –
-11,204
722
– –
-9,550
723
– –
-5,015
724
– –
-25,610
725
– –
-2,343
27 28
29
30 31