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
$598M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$455K
3
+$196K
4
VZ icon
Verizon
VZ
+$135K
5
MON
Monsanto Co
MON
+$102K

Top Sells

1
+$2.94M
2
+$808K
3
+$717K
4
SYT
Syngenta Ag
SYT
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$405K

Sector Composition

1 Healthcare 33.33%
2 Technology 15.99%
3 Industrials 11.48%
4 Consumer Staples 10.15%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.61M 1.61%
104,294
-1,065
27
$8.62M 1.44%
216,996
+410
28
$8.58M 1.43%
83,192
-303
29
$7.9M 1.32%
107,270
-3,853
30
$7.88M 1.32%
136,485
+100
31
$7.28M 1.22%
40,229
+63
32
$6.88M 1.15%
182,080
+5,180
33
$6.61M 1.1%
78,300
-600
34
$5.88M 0.98%
76,625
-1,435
35
$5.76M 0.96%
22,475
+85
36
$5.21M 0.87%
66,312
-475
37
$4.99M 0.83%
147,228
-4,366
38
$3.94M 0.66%
51,475
-100
39
$3.68M 0.61%
64,992
-2,891
40
$3.45M 0.58%
30,665
+905
41
$3.25M 0.54%
47,652
42
$3.04M 0.51%
72,554
+300
43
$2.87M 0.48%
65,780
+1,850
44
$2.71M 0.45%
54,145
+2,700
45
$2.54M 0.43%
50,425
-1,983
46
$2.45M 0.41%
26,016
+7
47
$1.78M 0.3%
27,300
48
$1.66M 0.28%
38,900
49
$1.64M 0.27%
18,373
50
$1.63M 0.27%
17,050
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