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
$617M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$9.64M
3
+$552K
4
BIIB icon
Biogen
BIIB
+$414K
5
NEOG icon
Neogen
NEOG
+$314K

Top Sells

1
+$3.82M
2
+$2.35M
3
+$1.21M
4
GE icon
GE Aerospace
GE
+$1.05M
5
JNJ icon
Johnson & Johnson
JNJ
+$648K

Sector Composition

1 Healthcare 32.75%
2 Technology 15.49%
3 Industrials 11.13%
4 Consumer Staples 10.6%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.98M 1.62%
+251,475
27
$9.37M 1.52%
216,586
+2,170
28
$8.9M 1.44%
83,495
-183
29
$7.72M 1.25%
40,166
+905
30
$7.7M 1.25%
136,385
31
$7.47M 1.21%
111,123
+1,115
32
$6.91M 1.12%
78,900
-350
33
$6.44M 1.04%
78,060
+940
34
$5.85M 0.95%
176,900
+3,140
35
$5.67M 0.92%
22,390
+2,180
36
$5.22M 0.85%
66,787
-2,494
37
$5.2M 0.84%
151,594
-3,800
38
$4.42M 0.72%
51,575
39
$3.75M 0.61%
67,883
-2,164
40
$3.71M 0.6%
29,760
-675
41
$3.27M 0.53%
72,254
+594
42
$2.96M 0.48%
47,652
43
$2.9M 0.47%
63,930
+300
44
$2.75M 0.45%
52,408
+400
45
$2.62M 0.42%
26,009
46
$2.52M 0.41%
51,445
+500
47
$1.86M 0.3%
27,300
48
$1.66M 0.27%
17,050
-200
49
$1.65M 0.27%
38,900
50
$1.57M 0.26%
18,373
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