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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
PGProcter & Gamble
Recent Activity
Decreased -1.14%
1.24%
$10.904M
62,956 shares@ $173.21 avg price
TSLATesla, Inc.
Recent Activity
Increased 0.28%
1.2%
$10.601M
40,520 shares@ $261.64 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -19%
1.15%
$10.14M
17,343 shares@ $584.68 avg price
JNJJohnson & Johnson Com Usd1
Recent Activity
Decreased -2.5%
1%
$8.823M
54,442 shares@ $162.07 avg price
COSTCostco Wholesale Co
Recent Activity
Increased 10.89%
0.84%
$7.388M
8,334 shares@ $886.53 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -37.99%
0.83%
$7.341M
62,627 shares@ $117.23 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.08%
0.82%
$7.235M
36,638 shares@ $197.49 avg price
ANETArista Networks
Recent Activity
Decreased -0.79%
0.8%
$7.008M
18,258 shares@ $383.83 avg price
MRKMerck & Co Inc New Com
Recent Activity
Decreased -1.68%
0.79%
$6.95M
61,198 shares@ $113.57 avg price
INTUIntuit Com
Recent Activity
Increased 7.44%
0.75%
$6.607M
10,639 shares@ $621.0 avg price