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
$4.94B
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$62.9M
3
+$62.5M
4
PYPL icon
PayPal
PYPL
+$61.6M
5
CRM icon
Salesforce
CRM
+$61.5M

Top Sells

1
+$78.5M
2
+$67.3M
3
+$66.6M
4
BA icon
Boeing
BA
+$64.4M
5
ANET icon
Arista Networks
ANET
+$57.8M

Sector Composition

1 Technology 21%
2 Healthcare 14.87%
3 Consumer Discretionary 14.68%
4 Financials 12.46%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.73M 0.2%
337,142
-33,982
152
$9.62M 0.19%
+85,753
153
$9.34M 0.19%
+235,190
154
$9.19M 0.19%
188,265
-306,655
155
$9.18M 0.19%
360,010
+126,875
156
$9.14M 0.19%
92,474
-119,354
157
$9.09M 0.18%
80,459
+24,075
158
$8.95M 0.18%
345,734
-84,966
159
$8.88M 0.18%
+68,313
160
$8.67M 0.18%
+55,297
161
$8.61M 0.17%
114,939
+70,274
162
$8.58M 0.17%
+376,781
163
$8.55M 0.17%
+25,913
164
$8.38M 0.17%
+45,658
165
$8.36M 0.17%
349,393
+78,672
166
$8.33M 0.17%
+237,736
167
$8.25M 0.17%
+107,692
168
$8.2M 0.17%
+98,627
169
$8.19M 0.17%
+151,599
170
$8.1M 0.16%
1,120,466
+411,508
171
$8.08M 0.16%
+956,630
172
$8.06M 0.16%
647,686
+560,379
173
$8.05M 0.16%
+1,444
174
$8.03M 0.16%
164,240
+78,731
175
$7.95M 0.16%
+300,439
5 6
7
8 9