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
$617M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$9.64M
3
+$552K
4
BIIB icon
Biogen
BIIB
+$414K
5
NEOG icon
Neogen
NEOG
+$314K

Top Sells

1
+$3.82M
2
+$2.35M
3
+$1.21M
4
GE icon
GE Aerospace
GE
+$1.05M
5
JNJ icon
Johnson & Johnson
JNJ
+$648K

Sector Composition

1 Healthcare 32.75%
2 Technology 15.49%
3 Industrials 11.13%
4 Consumer Staples 10.6%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.25%
41,708
+250
52
$1.52M 0.25%
8,796
53
$1.44M 0.23%
17,720
-500
54
$1.26M 0.2%
14,079
-1,825
55
$1.2M 0.19%
20,025
56
$1.16M 0.19%
75,639
57
$1.14M 0.18%
6
58
$1.1M 0.18%
8,716
59
$993K 0.16%
14,962
60
$985K 0.16%
12,528
-1,600
61
$939K 0.15%
9,325
62
$929K 0.15%
24,779
63
$801K 0.13%
14,196
-317
64
$514K 0.08%
10,600
65
$502K 0.08%
10,200
66
$479K 0.08%
5,050
-500
67
$461K 0.07%
19,700
-300
68
$421K 0.07%
3,307
69
$380K 0.06%
8,300
+200
70
$364K 0.06%
4,200
71
$277K 0.04%
3,875
72
$274K 0.04%
6,600
73
$264K 0.04%
7,477
74
$235K 0.04%
+1,000
75
$234K 0.04%
8,324
1 2
3
4