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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
AAPLApple Inc
Recent Activity
Decreased -0.97%
6.78%
$60.029M
257,633 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.55%
6.2%
$54.879M
127,536 shares@ $430.31 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -1.38%
5.21%
$46.128M
379,844 shares@ $121.44 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.12%
3%
$26.585M
142,675 shares@ $186.34 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -1.09%
2.79%
$24.64M
148,566 shares@ $165.85 avg price
METAMeta Platforms Inc Class A
Recent Activity
Decreased -1.63%
2.18%
$19.288M
33,695 shares@ $572.45 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
JPMJpmorgan Chase & Co
Recent Activity
Decreased -4.66%
1.56%
$13.823M
65,556 shares@ $210.87 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.05%
1.56%
$13.782M
29,943 shares@ $460.26 avg price