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
$571M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.32M
3
+$6.26M
4
WFC icon
Wells Fargo
WFC
+$3.62M
5
DXCM icon
DexCom
DXCM
+$760K

Top Sells

1
+$8.46M
2
+$7.93M
3
+$7.64M
4
GWW icon
W.W. Grainger
GWW
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.26M

Sector Composition

1 Healthcare 39.49%
2 Industrials 12.14%
3 Technology 10.89%
4 Consumer Staples 8.93%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.1M 1.42%
141,841
-1,124
27
$7.99M 1.4%
84,270
+3,655
28
$7.89M 1.38%
175,400
+139,165
29
$7.56M 1.32%
91,314
-92,205
30
$7.54M 1.32%
73,600
-550
31
$7.05M 1.23%
284,205
-5,150
32
$6.89M 1.21%
206,555
+11,560
33
$6.21M 1.09%
106,155
-2,150
34
$5.85M 1.02%
176,046
-16,650
35
$5.84M 1.02%
63,302
-600
36
$5.21M 0.91%
76,074
-4,593
37
$3.62M 0.63%
+74,925
38
$3.34M 0.58%
73,969
-4,110
39
$3.1M 0.54%
61,376
-5,754
40
$3M 0.52%
47,285
-2,430
41
$2.89M 0.51%
55,935
-8,915
42
$2.82M 0.49%
52,185
-450
43
$2.81M 0.49%
102,399
-16,350
44
$2.5M 0.44%
39,504
-800
45
$2.16M 0.38%
24,650
+345
46
$2.15M 0.38%
25,692
-1,542
47
$1.94M 0.34%
14,500
-967
48
$1.92M 0.34%
27,200
-100
49
$1.83M 0.32%
39,138
-6,740
50
$1.83M 0.32%
33,800
-4,440
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