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
151
$8.86M 0.17%
+343,023
152
$8.78M 0.17%
+113,965
153
$8.64M 0.17%
+341,247
154
$8.55M 0.17%
+220,289
155
$8.52M 0.17%
42,123
-59,709
156
$8.36M 0.16%
+16,190
157
$8.31M 0.16%
+686,990
158
$8.26M 0.16%
+416,109
159
$8.25M 0.16%
+22,597
160
$8.16M 0.16%
+50,906
161
$8.16M 0.16%
119,990
-61,129
162
$8.15M 0.16%
+74,926
163
$8.15M 0.16%
+123,220
164
$8.04M 0.16%
+44,149
165
$8.04M 0.16%
79,643
+74,794
166
$8.02M 0.16%
+26,380
167
$7.98M 0.16%
145,599
+89,451
168
$7.96M 0.16%
42,173
+15,910
169
$7.95M 0.16%
171,271
-57,829
170
$7.91M 0.16%
+146,473
171
$7.8M 0.15%
+49,029
172
$7.68M 0.15%
238,356
-68,180
173
$7.47M 0.15%
+134,716
174
$7.42M 0.15%
232,320
+158,307
175
$7.37M 0.15%
60,709
+44,189
5 6
7
8 9