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
$600M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$107K
3
+$93.7K
4
SYY icon
Sysco
SYY
+$33.9K
5
PODD icon
Insulet
PODD
+$31.7K

Top Sells

1
+$3.39M
2
+$3.3M
3
+$1.96M
4
CPB icon
Campbell Soup
CPB
+$1.39M
5
GE icon
GE Aerospace
GE
+$1.32M

Sector Composition

1 Healthcare 37.38%
2 Technology 14.06%
3 Industrials 11.33%
4 Consumer Staples 8.84%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.91M 1.32%
135,165
+1,600
27
$7.87M 1.31%
66,165
-11,075
28
$7.85M 1.31%
106,820
+50
29
$7.71M 1.28%
198,546
-9,450
30
$7.64M 1.27%
23,255
-100
31
$7.62M 1.27%
46,163
+120
32
$7.24M 1.21%
74,550
-1,000
33
$7.02M 1.17%
78,020
-1,000
34
$6.87M 1.15%
94,305
-7,037
35
$6.13M 1.02%
63,445
-2,117
36
$4.7M 0.78%
58,845
-41,300
37
$4.47M 0.74%
135,419
-10,809
38
$3.61M 0.6%
65,830
39
$3.45M 0.58%
30,680
-1,175
40
$3.06M 0.51%
49,125
-100
41
$3.04M 0.51%
44,809
+32,673
42
$2.82M 0.47%
67,504
-3,200
43
$2.73M 0.46%
48,325
+200
44
$2.71M 0.45%
61,105
-1,375
45
$2.59M 0.43%
53,245
-100
46
$2.21M 0.37%
26,009
-7
47
$1.89M 0.32%
27,300
48
$1.89M 0.32%
18,023
-350
49
$1.81M 0.3%
15,970
-950
50
$1.64M 0.27%
16,200
-250
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