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
$752M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$797K
3
+$718K
4
UPS icon
United Parcel Service
UPS
+$621K
5
VZ icon
Verizon
VZ
+$421K

Top Sells

1
+$6.62M
2
+$3.07M
3
+$2.55M
4
GIS icon
General Mills
GIS
+$996K
5
UL icon
Unilever
UL
+$908K

Sector Composition

1 Healthcare 47.03%
2 Technology 10.37%
3 Industrials 9.39%
4 Consumer Discretionary 6.32%
5 Financials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.41%
242,970
-7,948
27
$10.1M 1.35%
73,176
+5,750
28
$8.07M 1.07%
59,952
-998
29
$8.03M 1.07%
75,550
+5,850
30
$7.57M 1.01%
246,796
-6,384
31
$7.15M 0.95%
217,660
-5,500
32
$4.45M 0.59%
116,180
-21,829
33
$2.79M 0.37%
48,144
-3,039
34
$2.63M 0.35%
13,500
35
$2.62M 0.35%
52,013
+8,375
36
$2.12M 0.28%
38,325
-16,425
37
$2.1M 0.28%
30,668
-62
38
$1.9M 0.25%
22,909
+1,031
39
$1.88M 0.25%
27,455
-100
40
$1.75M 0.23%
26,950
41
$1.69M 0.22%
6
42
$1.51M 0.2%
14,416
43
$1.47M 0.2%
13,527
+150
44
$1.43M 0.19%
9,150
45
$1.33M 0.18%
24,579
46
$1.29M 0.17%
19,228
-7,825
47
$1.28M 0.17%
26,004
-7,234
48
$1.17M 0.16%
6,246
+250
49
$1.14M 0.15%
8,531
+317
50
$1.04M 0.14%
16,192
-47,572
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