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
$567M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$5.64M
3
+$1.45M
4
WSM icon
Williams-Sonoma
WSM
+$804K
5
HPE icon
Hewlett Packard
HPE
+$492K

Top Sells

1
+$4.14M
2
+$2.14M
3
+$1.9M
4
BF.B icon
Brown-Forman Class B
BF.B
+$891K
5
OXY icon
Occidental Petroleum
OXY
+$773K

Sector Composition

1 Healthcare 41.06%
2 Industrials 11.92%
3 Technology 10.32%
4 Consumer Staples 9.08%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.46M 1.49%
77,255
-100
27
$7.93M 1.4%
23,380
+815
28
$7.28M 1.28%
+80,615
29
$7.19M 1.27%
108,305
-2,250
30
$7.12M 1.26%
194,995
+154,520
31
$6.87M 1.21%
74,150
-2,750
32
$6.63M 1.17%
192,696
-7,200
33
$6.21M 1.09%
289,355
-88,425
34
$5.9M 1.04%
63,902
+150
35
$5.45M 0.96%
80,667
-11,445
36
$3.38M 0.6%
67,130
+1,981
37
$3.37M 0.59%
78,079
+3,735
38
$3.23M 0.57%
118,749
-13,680
39
$3.03M 0.53%
64,850
+245
40
$2.87M 0.51%
49,715
-370
41
$2.68M 0.47%
40,304
-2,700
42
$2.43M 0.43%
52,635
-6,200
43
$2.4M 0.42%
24,305
-4,850
44
$2.15M 0.38%
45,935
-4,090
45
$2.12M 0.37%
27,234
+925
46
$2.05M 0.36%
15,467
-150
47
$2.02M 0.36%
38,240
+1,740
48
$1.88M 0.33%
45,878
+2,440
49
$1.84M 0.32%
17,523
-450
50
$1.82M 0.32%
27,300
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