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
$572M
AUM Growth
+$34K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$4.12M
3
+$1.73M
4
MA icon
Mastercard
MA
+$1.21M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.16M

Top Sells

1
+$10.4M
2
+$2.16M
3
+$966K
4
HSY icon
Hershey
HSY
+$886K
5
SYT
Syngenta Ag
SYT
+$810K

Sector Composition

1 Healthcare 42.83%
2 Industrials 12.38%
3 Technology 9.07%
4 Consumer Staples 8.92%
5 Financials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.82M 1.54%
142,441
+600
27
$8.75M 1.53%
174,550
-850
28
$8.21M 1.44%
+22,490
29
$7.66M 1.34%
161,925
+87,000
30
$7.61M 1.33%
73,091
-509
31
$6.81M 1.19%
279,571
-4,634
32
$6.4M 1.12%
208,155
+1,600
33
$6.2M 1.09%
80,764
-10,550
34
$5.73M 1%
106,255
+100
35
$5.57M 0.97%
178,591
+2,545
36
$5.45M 0.95%
72,109
-3,965
37
$5.42M 0.95%
63,652
+350
38
$3.47M 0.61%
63,146
+1,770
39
$3.22M 0.56%
67,275
-6,694
40
$3.18M 0.56%
44,538
-2,747
41
$2.96M 0.52%
55,235
-700
42
$2.81M 0.49%
50,385
-1,800
43
$2.6M 0.46%
99,965
-2,434
44
$2.53M 0.44%
39,079
-425
45
$2.41M 0.42%
25,692
46
$1.99M 0.35%
27,200
47
$1.94M 0.34%
38,263
-875
48
$1.85M 0.32%
14,500
49
$1.78M 0.31%
40,760
-950
50
$1.76M 0.31%
29,600
-4,200
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