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
$469M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.3M
3
+$20.8M
4
SSYS icon
Stratasys
SSYS
+$19.7M
5
GWW icon
W.W. Grainger
GWW
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.3%
2 Technology 13.16%
3 Industrials 12.96%
4 Consumer Staples 11.74%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.33%
+38,900
52
$1.5M 0.32%
+36,960
53
$1.41M 0.3%
+18,220
54
$1.37M 0.29%
+16,704
55
$1.3M 0.28%
+49,950
56
$1.22M 0.26%
+19,348
57
$1.14M 0.24%
+100,871
58
$1.1M 0.23%
+14,241
59
$1.06M 0.23%
+19,020
60
$1.01M 0.22%
+6
61
$939K 0.2%
+27,500
62
$933K 0.2%
+12,300
63
$841K 0.18%
+7,516
64
$833K 0.18%
+21,250
65
$800K 0.17%
+14,672
66
$792K 0.17%
+141,200
67
$703K 0.15%
+25,079
68
$559K 0.12%
+12,500
69
$431K 0.09%
+4,350
70
$428K 0.09%
+18,600
71
$415K 0.09%
+5,550
72
$339K 0.07%
+3,307
73
$319K 0.07%
+14,513
74
$286K 0.06%
+4,200
75
$280K 0.06%
+3,400
1 2
3
4