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
$516M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$2.54M
3
+$1.28M
4
NVO icon
Novo Nordisk
NVO
+$1.11M
5
UL icon
Unilever
UL
+$963K

Top Sells

1
+$4.17M
2
+$2M
3
+$863K
4
HSIC icon
Henry Schein
HSIC
+$292K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$270K

Sector Composition

1 Healthcare 29.42%
2 Technology 16.01%
3 Industrials 12.51%
4 Consumer Staples 10.81%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.29%
38,900
52
$1.38M 0.27%
18,220
53
$1.33M 0.26%
16,704
54
$1.25M 0.24%
19,348
55
$1.19M 0.23%
37,500
+10,000
56
$1.06M 0.21%
14,041
-200
57
$1.02M 0.2%
6
58
$1.01M 0.2%
19,320
+300
59
$1.01M 0.2%
8,916
+1,400
60
$996K 0.19%
141,200
61
$969K 0.19%
14,972
+300
62
$950K 0.18%
10,800
-1,500
63
$901K 0.17%
94,486
-6,385
64
$900K 0.17%
18,785
-18,015
65
$748K 0.15%
24,779
-300
66
$579K 0.11%
12,500
67
$554K 0.11%
14,513
68
$533K 0.1%
14,100
-7,150
69
$500K 0.1%
5,200
+850
70
$452K 0.09%
20,000
+1,400
71
$419K 0.08%
5,550
72
$389K 0.08%
3,307
73
$351K 0.07%
4,200
74
$270K 0.05%
6,700
75
$253K 0.05%
+7,477
1 2
3
4