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
$592M
AUM Growth
-$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$528K
3
+$370K
4
DHR icon
Danaher
DHR
+$329K
5
STT icon
State Street
STT
+$306K

Top Sells

1
+$6.73M
2
+$4.44M
3
+$1.42M
4
AGNC icon
AGNC Investment
AGNC
+$420K
5
TIF
Tiffany & Co.
TIF
+$310K

Sector Composition

1 Healthcare 37.27%
2 Technology 13.27%
3 Industrials 11.13%
4 Consumer Staples 8.62%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.54M 1.44%
80,612
+750
27
$8.54M 1.44%
175,730
-2,500
28
$8.53M 1.44%
110,790
+3,970
29
$7.82M 1.32%
77,850
-170
30
$7.75M 1.31%
22,705
-550
31
$7.52M 1.27%
200,946
+2,400
32
$7.2M 1.21%
92,703
-1,602
33
$7.04M 1.19%
76,750
+2,200
34
$5.83M 0.98%
63,152
-293
35
$5.18M 0.87%
133,329
-2,090
36
$3.58M 0.6%
65,830
37
$3.15M 0.53%
73,304
+5,800
38
$3.13M 0.53%
29,330
-1,350
39
$3.09M 0.52%
50,325
+1,200
40
$2.85M 0.48%
46,915
+2,106
41
$2.8M 0.47%
50,225
+1,900
42
$2.73M 0.46%
58,645
+5,400
43
$2.71M 0.46%
64,605
+3,500
44
$2.16M 0.37%
26,009
45
$2.06M 0.35%
18,023
46
$1.93M 0.33%
10,280
-35,883
47
$1.79M 0.3%
27,300
48
$1.77M 0.3%
15,970
49
$1.73M 0.29%
20,325
+2,500
50
$1.58M 0.27%
43,658
+1,000
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