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
$726M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$921K
3
+$803K
4
MTD icon
Mettler-Toledo International
MTD
+$762K
5
DXCM icon
DexCom
DXCM
+$689K

Top Sells

1
+$6.53M
2
+$1.87M
3
+$1.5M
4
KMB icon
Kimberly-Clark
KMB
+$886K
5
TIF
Tiffany & Co.
TIF
+$760K

Sector Composition

1 Healthcare 44.52%
2 Technology 11.82%
3 Industrials 10.11%
4 Consumer Discretionary 6.69%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.57%
114,259
+6,240
27
$10.6M 1.45%
67,426
28
$8.22M 1.13%
60,950
-1,100
29
$8.01M 1.1%
223,160
+1,305
30
$7.29M 1%
69,700
+16,315
31
$6.68M 0.92%
253,180
32
$6.62M 0.91%
60,094
-8,045
33
$5.56M 0.77%
138,009
-1,236
34
$4.14M 0.57%
63,764
-5,726
35
$3.04M 0.42%
54,750
-8,930
36
$2.66M 0.37%
51,183
-1,288
37
$2.41M 0.33%
13,500
+100
38
$2.09M 0.29%
43,638
+5,125
39
$1.93M 0.27%
26,950
-150
40
$1.89M 0.26%
30,730
+2,815
41
$1.79M 0.25%
6
42
$1.75M 0.24%
27,053
-23,150
43
$1.68M 0.23%
33,238
+2,640
44
$1.65M 0.23%
27,555
-835
45
$1.63M 0.22%
21,878
+500
46
$1.46M 0.2%
13,377
+2,275
47
$1.45M 0.2%
14,416
+957
48
$1.43M 0.2%
9,150
+1,350
49
$1.27M 0.17%
24,579
50
$1.21M 0.17%
8,214
-357
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