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
$345M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.32M
3
+$4.16M
4
TJX icon
TJX Companies
TJX
+$4.16M
5
STZ icon
Constellation Brands
STZ
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.41%
2 Healthcare 15.43%
3 Technology 15.32%
4 Industrials 10.34%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$626K 0.18%
+15,980
177
$624K 0.18%
+16,775
178
$619K 0.18%
+15,389
179
$615K 0.18%
+4,092
180
$614K 0.18%
+14,458
181
$610K 0.18%
+14,186
182
$605K 0.18%
+42,682
183
$603K 0.17%
+2,503
184
$597K 0.17%
+8,607
185
$594K 0.17%
+11,832
186
$594K 0.17%
+4,635
187
$590K 0.17%
+18,240
188
$587K 0.17%
+15,372
189
$585K 0.17%
+8,148
190
$585K 0.17%
+3,234
191
$583K 0.17%
+32,682
192
$582K 0.17%
+11,619
193
$571K 0.17%
+7,644
194
$567K 0.16%
+12,315
195
$562K 0.16%
+36,155
196
$557K 0.16%
+10,111
197
$547K 0.16%
+3,551
198
$546K 0.16%
+20,360
199
$545K 0.16%
+10,714
200
$544K 0.16%
+29,189
6 7
8
9 10