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
$619M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$939K
3
+$762K
4
SLB icon
SLB Ltd
SLB
+$677K
5
CRC
California Resources Corporation
CRC
+$374K

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.54M
4
SYT
Syngenta Ag
SYT
+$629K
5
GE icon
GE Aerospace
GE
+$477K

Sector Composition

1 Healthcare 35.91%
2 Technology 14.28%
3 Industrials 11.45%
4 Consumer Staples 9.2%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.22M 1.49%
79,762
-3,430
27
$8.74M 1.41%
133,565
-2,920
28
$8.66M 1.4%
100,145
-24,865
29
$8.55M 1.38%
181,430
-650
30
$8.38M 1.35%
106,770
-500
31
$8.15M 1.32%
101,342
-2,952
32
$7.67M 1.24%
207,996
-9,000
33
$7.16M 1.16%
75,550
-2,750
34
$7.06M 1.14%
23,355
+880
35
$6.9M 1.12%
79,020
+2,395
36
$5.54M 0.9%
65,562
-750
37
$4.98M 0.81%
146,228
-1,000
38
$3.81M 0.62%
31,855
+1,190
39
$3.57M 0.58%
65,830
+838
40
$3.4M 0.55%
49,225
-2,250
41
$3.07M 0.5%
62,480
-3,300
42
$2.86M 0.46%
70,704
-1,850
43
$2.57M 0.41%
48,125
-2,300
44
$2.5M 0.4%
53,345
-800
45
$2.4M 0.39%
26,016
46
$1.89M 0.31%
27,300
47
$1.78M 0.29%
16,920
-200
48
$1.73M 0.28%
18,373
49
$1.71M 0.28%
16,450
-600
50
$1.66M 0.27%
41,758
-150
1
2
3 4