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
826
-19,901
827
-12,431
828
-5,655
829
-9,947
830
-5,518
831
-30,998
832
-12,912