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
$616M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.27M
3
+$9.09M
4
W icon
Wayfair
W
+$8.86M
5
PYPL icon
PayPal
PYPL
+$7.42M

Top Sells

1
+$5.41M
2
+$5.17M
3
+$5.13M
4
HCA icon
HCA Healthcare
HCA
+$4.99M
5
RTX icon
RTX Corp
RTX
+$4.99M

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 18.2%
3 Healthcare 14.11%
4 Communication Services 10.77%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.52%
26,530
-21,781
52
$3.16M 0.51%
+54,018
53
$3.13M 0.51%
2,645
+2,219
54
$3.1M 0.5%
46,969
-43,791
55
$3.09M 0.5%
+66,368
56
$3.08M 0.5%
+44,222
57
$3.05M 0.49%
+6,977
58
$3M 0.49%
35,125
+1,415
59
$2.97M 0.48%
+58,906
60
$2.89M 0.47%
+18,229
61
$2.8M 0.46%
92,895
-20,055
62
$2.78M 0.45%
+15,858
63
$2.75M 0.45%
+8,138
64
$2.7M 0.44%
+54,068
65
$2.68M 0.43%
+66,965
66
$2.67M 0.43%
27,363
+20,742
67
$2.66M 0.43%
42,626
-22,435
68
$2.63M 0.43%
+57,620
69
$2.55M 0.41%
67,619
+37,557
70
$2.55M 0.41%
38,078
-15,762
71
$2.52M 0.41%
+12,986
72
$2.5M 0.41%
+24,226
73
$2.5M 0.41%
6,510
-455
74
$2.49M 0.4%
+40,133
75
$2.46M 0.4%
+12,308
1 2
3
4 5