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
$582M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$758K
3
+$580K
4
STT icon
State Street
STT
+$559K
5
WSM icon
Williams-Sonoma
WSM
+$539K

Top Sells

1
+$2.74M
2
+$1.25M
3
+$380K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$293K
5
RTN
Raytheon Company
RTN
+$279K

Sector Composition

1 Healthcare 30.43%
2 Technology 15.81%
3 Industrials 12.06%
4 Consumer Staples 10.84%
5 Energy 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.26%
41,458
+508
52
$1.47M 0.25%
18,373
-975
53
$1.45M 0.25%
140,400
-800
54
$1.44M 0.25%
18,220
55
$1.33M 0.23%
15,904
-800
56
$1.14M 0.2%
14,128
-50
57
$1.12M 0.19%
6
58
$1.12M 0.19%
20,025
+175
59
$1.11M 0.19%
75,639
-3,798
60
$1.09M 0.19%
8,716
61
$999K 0.17%
14,962
-50
62
$914K 0.16%
9,325
+2,150
63
$874K 0.15%
24,779
64
$777K 0.13%
14,513
65
$662K 0.11%
10,200
66
$551K 0.09%
10,600
-1,900
67
$500K 0.09%
5,550
68
$430K 0.07%
20,000
69
$415K 0.07%
3,307
70
$364K 0.06%
8,100
+100
71
$357K 0.06%
4,200
72
$275K 0.05%
3,875
+550
73
$264K 0.05%
6,600
-100
74
$262K 0.05%
7,477
75
$254K 0.04%
8,324
-199
1 2
3
4