TC

TwinBeech Capital Portfolio holdings

AUM $2.53B
1-Year Est. Return 0.52%
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.27M
3
+$9.09M
4
W icon
Wayfair
W
+$8.86M
5
PYPL icon
PayPal
PYPL
+$7.42M

Top Sells

1
+$5.41M
2
+$5.17M
3
+$5.13M
4
HCA icon
HCA Healthcare
HCA
+$4.99M
5
RTX icon
RTX Corp
RTX
+$4.99M

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 18.2%
3 Healthcare 14.11%
4 Communication Services 10.77%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.46M 0.4%
+25,695
77
$2.42M 0.39%
85,865
-12,634
78
$2.42M 0.39%
+18,363
79
$2.42M 0.39%
+31,775
80
$2.4M 0.39%
+32,250
81
$2.39M 0.39%
39,791
+34,756
82
$2.39M 0.39%
+81,972
83
$2.38M 0.39%
+11,687
84
$2.35M 0.38%
+14,940
85
$2.34M 0.38%
+15,473
86
$2.31M 0.38%
+9,662
87
$2.26M 0.37%
+10,152
88
$2.25M 0.37%
+10,130
89
$2.25M 0.37%
+8,257
90
$2.24M 0.36%
+8,213
91
$2.18M 0.35%
+99,519
92
$2.17M 0.35%
+35,130
93
$2.15M 0.35%
9,190
+7,602
94
$2.06M 0.33%
23,608
+13,160
95
$2.04M 0.33%
+38,236
96
$2.02M 0.33%
13,509
-3,207
97
$2.01M 0.33%
85,520
+39,589
98
$1.97M 0.32%
55,935
+43,685
99
$1.95M 0.32%
50,456
+21,283
100
$1.94M 0.32%
69,085
-26,190
2 3
4
5 6