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
$531M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$619K
3
+$329K
4
AAPL icon
Apple
AAPL
+$224K
5
PFE icon
Pfizer
PFE
+$218K

Top Sells

1
+$1.27M
2
+$1.14M
3
+$532K
4
BF.B icon
Brown-Forman Class B
BF.B
+$440K
5
NVO icon
Novo Nordisk
NVO
+$311K

Sector Composition

1 Healthcare 38.01%
2 Technology 11.94%
3 Industrials 11.93%
4 Consumer Staples 9.32%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 1.36%
77,355
-495
27
$7.18M 1.35%
277,145
+920
28
$6.77M 1.27%
199,896
-1,050
29
$6.42M 1.21%
22,565
-140
30
$6.33M 1.19%
76,900
+150
31
$6.2M 1.17%
377,780
-11,430
32
$6.08M 1.15%
92,112
-591
33
$6.03M 1.14%
227,489
-20,080
34
$5.22M 0.98%
63,752
+600
35
$3.45M 0.65%
132,429
-900
36
$3.07M 0.58%
65,149
-681
37
$3.03M 0.57%
74,344
+1,040
38
$2.89M 0.54%
64,605
39
$2.81M 0.53%
50,085
-140
40
$2.56M 0.48%
58,835
+190
41
$2.49M 0.47%
29,155
-175
42
$2.4M 0.45%
50,025
-300
43
$2.07M 0.39%
43,004
-3,911
44
$1.96M 0.37%
26,309
+300
45
$1.84M 0.35%
17,973
-50
46
$1.83M 0.34%
+40,475
47
$1.8M 0.34%
15,617
-353
48
$1.74M 0.33%
36,500
+6,900
49
$1.73M 0.33%
27,300
50
$1.69M 0.32%
43,438
-220
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