TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.3M
3
+$20.8M
4
SSYS icon
Stratasys
SSYS
+$19.7M
5
GWW icon
W.W. Grainger
GWW
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.3%
2 Technology 13.16%
3 Industrials 12.96%
4 Consumer Staples 11.74%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 1.35%
+96,857
27
$5.96M 1.27%
+213,200
28
$5.66M 1.21%
+136,845
29
$5.53M 1.18%
+80,000
30
$5.15M 1.1%
+159,040
31
$5.06M 1.08%
+276,327
32
$4.56M 0.97%
+573,383
33
$4.55M 0.97%
+71,831
34
$4.06M 0.86%
+163,324
35
$3.76M 0.8%
+57,025
36
$3.17M 0.68%
+71,490
37
$3.1M 0.66%
+51,185
38
$3.01M 0.64%
+14,940
39
$2.83M 0.6%
+28,690
40
$2.69M 0.57%
+60,985
41
$2.47M 0.53%
+49,490
42
$2.44M 0.52%
+27,054
43
$2.1M 0.45%
+80,600
44
$2.05M 0.44%
+40,795
45
$1.99M 0.43%
+94,773
46
$1.8M 0.38%
+37,100
47
$1.61M 0.34%
+36,800
48
$1.61M 0.34%
+8,796
49
$1.59M 0.34%
+17,800
50
$1.56M 0.33%
+27,300
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