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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.32M
3
+$4.16M
4
TJX icon
TJX Companies
TJX
+$4.16M
5
STZ icon
Constellation Brands
STZ
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.41%
2 Healthcare 15.43%
3 Technology 15.32%
4 Industrials 10.34%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.48%
+8,591
52
$1.65M 0.48%
+7,224
53
$1.64M 0.47%
+62,975
54
$1.62M 0.47%
+10,723
55
$1.6M 0.46%
+23,473
56
$1.6M 0.46%
+51,104
57
$1.59M 0.46%
+21,916
58
$1.59M 0.46%
+24,382
59
$1.58M 0.46%
+51,629
60
$1.56M 0.45%
+9,377
61
$1.55M 0.45%
+21,104
62
$1.54M 0.45%
+5,535
63
$1.54M 0.45%
+7,050
64
$1.53M 0.44%
+37,580
65
$1.5M 0.43%
+73,056
66
$1.5M 0.43%
+47,731
67
$1.46M 0.42%
+86,038
68
$1.46M 0.42%
+57,158
69
$1.46M 0.42%
+65,707
70
$1.45M 0.42%
+19,420
71
$1.45M 0.42%
+9,431
72
$1.45M 0.42%
+60,021
73
$1.44M 0.42%
+16,809
74
$1.42M 0.41%
+5,547
75
$1.4M 0.41%
+51,228
1 2
3
4 5