TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
-0.67%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$1.76B
AUM Growth
+$335M
(+24%)
Cap. Flow
+$312M
Cap. Flow
% of AUM
17.76%
Top 10 Holdings %
Top 10 Hldgs %
12.17%
Holding
892
New
349
Increased
114
Reduced
68
Closed
361
Top Buys
| 1 |
Danaher
DHR
|
$22.2M |
| 2 |
HubSpot
HUBS
|
$22.1M |
| 3 |
Intuit
INTU
|
$22.1M |
| 4 |
DexCom
DXCM
|
$21.7M |
| 5 |
Texas Instruments
TXN
|
$21.3M |
Top Sells
| 1 |
FedEx
FDX
|
$18.4M |
| 2 |
Estee Lauder
EL
|
$18.1M |
| 3 |
TJX Companies
TJX
|
$17.9M |
| 4 |
CSX Corp
CSX
|
$17.1M |
| 5 |
Kinder Morgan
KMI
|
$17.1M |
Sector Composition
| 1 | Technology | 25.61% |
| 2 | Consumer Discretionary | 21.57% |
| 3 | Healthcare | 14.45% |
| 4 | Industrials | 11.06% |
| 5 | Financials | 7.05% |
