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
$637M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.37M
3
+$1.99M
4
SBUX icon
Starbucks
SBUX
+$1.53M
5
IP icon
International Paper
IP
+$1.3M

Top Sells

1
+$12.7M
2
+$2.39M
3
+$1.6M
4
OXY icon
Occidental Petroleum
OXY
+$1.47M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.25M

Sector Composition

1 Healthcare 43.36%
2 Technology 11.87%
3 Industrials 9.82%
4 Consumer Staples 6.83%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.73M 1.53%
75,369
-308
27
$9.71M 1.52%
108,174
+9,084
28
$9.3M 1.46%
128,300
-966
29
$8.4M 1.32%
235,605
-2,616
30
$7.6M 1.19%
58,741
-834
31
$6.99M 1.1%
288,180
+3,082
32
$6.68M 1.05%
63,575
-100
33
$5.84M 0.92%
151,745
-666
34
$3.88M 0.61%
73,207
-472
35
$3.58M 0.56%
66,200
-1,200
36
$3.37M 0.53%
+45,330
37
$3.28M 0.51%
53,601
-128
38
$2.62M 0.41%
32,449
-1,300
39
$2.19M 0.34%
36,472
-733
40
$2.09M 0.33%
13,600
-600
41
$2.08M 0.33%
25,708
+106
42
$2.02M 0.32%
27,200
43
$1.94M 0.3%
32,339
-24,570
44
$1.84M 0.29%
34,373
+24,235
45
$1.78M 0.28%
39,888
-3,747
46
$1.77M 0.28%
31,145
+3,715
47
$1.74M 0.27%
31,365
-5,353
48
$1.55M 0.24%
17,818
+175
49
$1.54M 0.24%
10,457
50
$1.53M 0.24%
30,390
-1,373
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