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
$598M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$455K
3
+$196K
4
VZ icon
Verizon
VZ
+$135K
5
MON
Monsanto Co
MON
+$102K

Top Sells

1
+$2.94M
2
+$808K
3
+$717K
4
SYT
Syngenta Ag
SYT
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$405K

Sector Composition

1 Healthcare 33.33%
2 Technology 15.99%
3 Industrials 11.48%
4 Consumer Staples 10.15%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.27%
41,908
+200
52
$1.57M 0.26%
17,120
-600
53
$1.35M 0.23%
7,436
-1,360
54
$1.31M 0.22%
14,079
55
$1.24M 0.21%
6
56
$1.2M 0.2%
8,716
57
$1.2M 0.2%
74,318
-1,321
58
$1.13M 0.19%
20,025
59
$1.02M 0.17%
12,128
-400
60
$960K 0.16%
24,779
61
$927K 0.15%
9,775
+450
62
$801K 0.13%
12,802
-2,160
63
$696K 0.12%
14,196
64
$543K 0.09%
10,600
65
$514K 0.09%
10,200
66
$455K 0.08%
+10,300
67
$421K 0.07%
3,307
68
$419K 0.07%
19,700
69
$398K 0.07%
4,550
-500
70
$363K 0.06%
8,500
+200
71
$347K 0.06%
5,025
+1,150
72
$323K 0.05%
4,200
73
$275K 0.05%
6,600
74
$263K 0.04%
7,477
75
$259K 0.04%
1,000
1 2
3
4