TC
TwinBeech Capital Portfolio holdings
AUM
$4.41B
1-Year Return
2.18%
This Quarter Return
+5.77%
1 Year Return
+2.18%
3 Year Return
+6.49%
5 Year Return
-6.85%
10 Year Return
–
AUM
$5.26B
AUM Growth
+$1.47B
(+39%)
Cap. Flow
+$1.34B
Cap. Flow
% of AUM
25.43%
Top 10 Holdings %
Top 10 Hldgs %
12.33%
Holding
1,008
New
419
Increased
139
Reduced
99
Closed
350
Top Buys
| 1 |
Tractor Supply
TSCO
|
+$78.5M |
| 2 |
Keurig Dr Pepper
KDP
|
+$67.8M |
| 3 |
Colgate-Palmolive
CL
|
+$67.3M |
| 4 |
Palo Alto Networks
PANW
|
+$66.6M |
| 5 |
Boeing
BA
|
+$64.4M |
Top Sells
| 1 |
McDonald's
MCD
|
+$67.7M |
| 2 |
lululemon athletica
LULU
|
+$56.7M |
| 3 |
Mastercard
MA
|
+$52.5M |
| 4 |
Ulta Beauty
ULTA
|
+$47.3M |
| 5 |
ServiceNow
NOW
|
+$46.3M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Consumer Discretionary | 19.06% |
| 3 | Healthcare | 15.7% |
| 4 | Financials | 11.41% |
| 5 | Industrials | 9.71% |
