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
$516M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$2.54M
3
+$1.28M
4
NVO icon
Novo Nordisk
NVO
+$1.11M
5
UL icon
Unilever
UL
+$963K

Top Sells

1
+$4.17M
2
+$2M
3
+$863K
4
HSIC icon
Henry Schein
HSIC
+$292K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$270K

Sector Composition

1 Healthcare 29.42%
2 Technology 16.01%
3 Industrials 12.51%
4 Consumer Staples 10.81%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 1.24%
96,937
+80
27
$6.19M 1.2%
138,469
+1,624
28
$6.06M 1.17%
79,400
-600
29
$5.84M 1.13%
208,000
-5,200
30
$5.82M 1.13%
159,740
+700
31
$5.74M 1.11%
36,624
+20
32
$5.3M 1.03%
264,627
-11,700
33
$4.8M 0.93%
70,681
-1,150
34
$4.53M 0.88%
162,024
-1,300
35
$4.26M 0.83%
63,705
+6,680
36
$3.56M 0.69%
51,185
37
$3.52M 0.68%
14,640
-300
38
$3.25M 0.63%
71,490
39
$2.95M 0.57%
28,240
-450
40
$2.75M 0.53%
49,490
41
$2.69M 0.52%
94,023
-750
42
$2.54M 0.49%
61,635
+650
43
$2.39M 0.46%
61,935
+24,975
44
$2.33M 0.45%
27,054
45
$2.27M 0.44%
47,300
+10,200
46
$2.2M 0.43%
47,045
+6,250
47
$2.16M 0.42%
195,367
-378,016
48
$1.62M 0.31%
17,550
-250
49
$1.62M 0.31%
27,300
50
$1.56M 0.3%
8,796
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