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JAMES DRAKE

@Twin Capital Management Inc

Latest period2024 - Q3ReportedManaged Assets$886.158MTotal holdings295
Assets growth rate4.44%Assets growth rate (2-Q avg)4.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Twin Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 295 positions.

Assets under management

The assets under management (AUM) of Twin Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 886.158M in assets, with a quarterly growth rate of 4.44% and a 2-quarter average growth rate of 4.81%. The portfolio is managed by JAMES DRAKE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon.com Inc
Recent Activity
Increased 0.12%
3%
$26.585M
142,675 shares@ $186.34 avg price
AVGOBroadcom Inc
Recent Activity
Increased 876.07%
2.01%
$17.766M
102,994 shares@ $172.5 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.87%
1.81%
$15.992M
18,051 shares@ $885.97 avg price
TSLATesla, Inc.
Recent Activity
Increased 0.28%
1.2%
$10.601M
40,520 shares@ $261.64 avg price
COSTCostco Wholesale Co
Recent Activity
Increased 10.89%
0.84%
$7.388M
8,334 shares@ $886.53 avg price
INTUIntuit Com
Recent Activity
Increased 7.44%
0.75%
$6.607M
10,639 shares@ $621.0 avg price
HDHome Depot Inc
Recent Activity
Increased 12.28%
0.7%
$6.133M
15,135 shares@ $405.2 avg price
ABTAbbott Lab
Recent Activity
Increased 8.65%
0.66%
$5.805M
50,918 shares@ $114.02 avg price
CVXChevron Corp
Recent Activity
Increased 34.67%
0.63%
$5.581M
37,894 shares@ $147.27 avg price
CMCSAComcast Corp Cl A New
Recent Activity
Increased 0.19%
0.63%
$5.529M
132,356 shares@ $41.77 avg price