TC

TwinBeech Capital Portfolio holdings

AUM $4.41B
1-Year Est. Return 2.18%
This Quarter Est. Return
1 Year Est. Return
+2.18%
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
+$18.1M
2
+$17.9M
3
+$17.8M
4
CSX icon
CSX Corp
CSX
+$17.1M
5
KMI icon
Kinder Morgan
KMI
+$17.1M

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 20.09%
2 Consumer Discretionary 17.4%
3 Healthcare 13.71%
4 Industrials 13.35%
5 Financials 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.28M 0.44%
99,666
+27,436
52
$6.28M 0.44%
15,769
+12,279
53
$6.12M 0.43%
+37,159
54
$5.95M 0.42%
+24,818
55
$5.92M 0.42%
+786,046
56
$5.72M 0.4%
+135,872
57
$5.72M 0.4%
13,593
+1,748
58
$5.67M 0.4%
+14,365
59
$5.66M 0.4%
+92,988
60
$5.62M 0.4%
+167,091
61
$5.59M 0.39%
+111,140
62
$5.54M 0.39%
88,562
-4,276
63
$5.49M 0.39%
+36,587
64
$5.42M 0.38%
+89,057
65
$5.39M 0.38%
+102,263
66
$5.28M 0.37%
+25,068
67
$5.26M 0.37%
+75,734
68
$5.2M 0.37%
85,052
+55,601
69
$5.2M 0.37%
37,603
+26,669
70
$5.19M 0.37%
+106,077
71
$5.17M 0.36%
+94,203
72
$5.15M 0.36%
+19,533
73
$5.12M 0.36%
+97,499
74
$4.93M 0.35%
+203,042
75
$4.9M 0.34%
17,178
+8,047
1 2
3
4 5