Equal-WT
WhaleScore 2.0
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Twin Focus Capital Partners is based out of Boston. Twin Focus Capital Partners is a hedge fund with 82 clients and discretionary assets under management (AUM) of $2,100,644,315 (Form ADV from 2023-11-14). Their last reported 13F filing for Q4 2023 included $491,566,605 in managed 13F securities
and a top 10 holdings concentration of 45.67%. Twin Focus Capital Partners's largest holding is iShares Core MSCI EAFE ETF with shares held of 702,682. Whalewisdom has at least 46 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IEFA iShares Core MSCI EA | 2.35% |
| VTI VANGUARD TOTAL STOCK | 1.64% |
| IAU iShares Gold Trust | 0.65% |
| XLV The Health Care Sele | 0.47% |
| IWB iShares Russell 1000 | 0.42% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IWS iShares Russell Mid- | 1.22% |
| ESGE iShares ESG Aware MS | 0.92% |
| INFL Horizon Kinetics Inf | 0.85% |
| XLU The Utilities Select | 0.85% |
| IVW iShares S&P 500 Grow | 0.41% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IEFA iShares Core MSCI EA | 10.06% |
| VTI VANGUARD TOTAL STOCK | 10.04% |
| DELL Dell Technologies In | 4.71% |
| IAU iShares Gold Trust | 4.45% |
| VTIP VANGUARD SHORT-TERM | 3.57% |
2023-12-31
13F Activity
| Market Value | $492m, Prior: $445m |
| New Purchases | 12 stocks |
| Added To | 46 stocks |
| Sold out of | 15 stocks |
| Reduced holdings in | 44 stocks |
| Top 10 Holdings % | 45.67% |
| Turnover %[1] | 16.88% |
| Turnover Alt %[2] | 7.06% |
| Time Held Top 20 | 18.4 quarters |
| Time Held Top 10 | 15.8 quarters |
| Time Held All | 18.99 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31