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
$5.08B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$71.9M
2
+$65.8M
3
+$65.5M
4
ADBE icon
Adobe
ADBE
+$64.1M
5
MA icon
Mastercard
MA
+$62.3M

Top Sells

1
+$69.9M
2
+$69.8M
3
+$66.3M
4
PLTR icon
Palantir
PLTR
+$66M
5
ACN icon
Accenture
ACN
+$60.7M

Sector Composition

1 Technology 23.71%
2 Consumer Discretionary 16.21%
3 Industrials 15.7%
4 Healthcare 14.17%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.9M 0.23%
+132,641
127
$11.7M 0.23%
+88,566
128
$11.5M 0.23%
+150,534
129
$11.3M 0.22%
+58,886
130
$11.3M 0.22%
+198,257
131
$11.2M 0.22%
+79,460
132
$11.2M 0.22%
347,555
+231,212
133
$11M 0.22%
+37,060
134
$10.9M 0.21%
+18,595
135
$10.8M 0.21%
+59,463
136
$10.5M 0.21%
+273,971
137
$10M 0.2%
+158,159
138
$10M 0.2%
+73,912
139
$9.92M 0.2%
133,356
-11,250
140
$9.86M 0.19%
+43,751
141
$9.74M 0.19%
+151,930
142
$9.74M 0.19%
+97,938
143
$9.69M 0.19%
462,553
-871,702
144
$9.55M 0.19%
192,548
+66,333
145
$9.53M 0.19%
+195,942
146
$9.48M 0.19%
230,925
+111,156
147
$9.37M 0.18%
+29,889
148
$9.12M 0.18%
+45,310
149
$9.08M 0.18%
+40,277
150
$9.02M 0.18%
401,371
+279,408
4 5
6
7 8