We are live on ! Find out more
TC

TwinBeech Capital Portfolio holdings

AUM $965M
1-Year Est. Return 0.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$55.2M
3
+$54.6M
4
UPS icon
United Parcel Service
UPS
+$51.2M
5
MA icon
Mastercard
MA
+$50.4M

Top Sells

1
+$31.2M
2
+$30.5M
3
+$30.1M
4
SYK icon
Stryker
SYK
+$30.1M
5
ZBH icon
Zimmer Biomet
ZBH
+$30.1M

Sector Composition

1 Consumer Discretionary 18.46%
2 Technology 17.64%
3 Healthcare 15.22%
4 Financials 13.43%
5 Industrials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-254,051
777
– –
-394,482
778
– –
-59,077
779
– –
-120,532
780
– –
-10,663
781
– –
-29,472
782
– –
-10,735
783
– –
-6,896
784
– –
-137,694
785
– –
-96,959
786
– –
-285,640
787
– –
-25,576
788
– –
-4,107
789
– –
-150,434
790
– –
-29,250
791
– –
-17,469
792
– –
-25,972
793
– –
-7,446
794
– –
-54,443
795
– –
-3,351
796
– –
-132,636
797
– –
-17,429
798
– –
-31,628
799
– –
-5,836
800
– –
-169,316
30 31
32
33 34