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
$582M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$758K
3
+$580K
4
STT icon
State Street
STT
+$559K
5
WSM icon
Williams-Sonoma
WSM
+$539K

Top Sells

1
+$2.74M
2
+$1.25M
3
+$380K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$293K
5
RTN
Raytheon Company
RTN
+$279K

Sector Composition

1 Healthcare 30.43%
2 Technology 15.81%
3 Industrials 12.06%
4 Consumer Staples 10.84%
5 Energy 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.85M 1.52%
83,678
-904
27
$7.65M 1.31%
110,008
+8,041
28
$7.14M 1.23%
39,261
+887
29
$7.01M 1.2%
136,385
-2,184
30
$6.45M 1.11%
79,250
-50
31
$6.22M 1.07%
173,760
+8,030
32
$5.76M 0.99%
77,120
+6,055
33
$5.52M 0.95%
69,281
-1,100
34
$5.17M 0.89%
155,394
-5,529
35
$4.76M 0.82%
20,210
+4,545
36
$3.82M 0.66%
193,077
-63,300
37
$3.79M 0.65%
70,047
-621
38
$3.63M 0.62%
51,575
+100
39
$3.46M 0.6%
30,435
+1,025
40
$3.07M 0.53%
71,660
+100
41
$3.04M 0.52%
47,652
-1,101
42
$2.8M 0.48%
63,630
+350
43
$2.69M 0.46%
52,008
+2,908
44
$2.54M 0.44%
26,009
-1,045
45
$2.42M 0.42%
50,945
+2,100
46
$2.35M 0.4%
78,053
-8,170
47
$1.8M 0.31%
17,250
48
$1.77M 0.3%
27,300
49
$1.62M 0.28%
8,796
50
$1.5M 0.26%
38,900
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