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
76
$4.82M 0.34%
+47,849
77
$4.81M 0.34%
+20,282
78
$4.81M 0.34%
+179,950
79
$4.77M 0.34%
+161,021
80
$4.71M 0.33%
+35,647
81
$4.67M 0.33%
+77,856
82
$4.67M 0.33%
19,497
+18,638
83
$4.66M 0.33%
+30,742
84
$4.59M 0.32%
+26,872
85
$4.58M 0.32%
+68,856
86
$4.57M 0.32%
+38,175
87
$4.56M 0.32%
+220,285
88
$4.52M 0.32%
+190,696
89
$4.52M 0.32%
+52,771
90
$4.48M 0.32%
+49,418
91
$4.47M 0.31%
61,868
+57,173
92
$4.46M 0.31%
+10,798
93
$4.41M 0.31%
86,450
-23,992
94
$4.41M 0.31%
92,738
+64,461
95
$4.38M 0.31%
+220,920
96
$4.35M 0.31%
+18,126
97
$4.31M 0.3%
+26,220
98
$4.27M 0.3%
+62,821
99
$4.2M 0.3%
+43,831
100
$4.19M 0.3%
+533,415