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
$619M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$939K
3
+$762K
4
SLB icon
SLB Ltd
SLB
+$677K
5
CRC
California Resources Corporation
CRC
+$374K

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.54M
4
SYT
Syngenta Ag
SYT
+$629K
5
GE icon
GE Aerospace
GE
+$477K

Sector Composition

1 Healthcare 35.91%
2 Technology 14.28%
3 Industrials 11.45%
4 Consumer Staples 9.2%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.27%
38,900
52
$1.36M 0.22%
6
53
$1.35M 0.22%
8,796
+1,360
54
$1.34M 0.22%
73,437
-881
55
$1.33M 0.22%
14,079
56
$1.31M 0.21%
8,716
57
$1.12M 0.18%
17,825
-2,200
58
$1.11M 0.18%
11,800
+2,025
59
$1.08M 0.18%
11,916
-212
60
$1.03M 0.17%
14,146
-50
61
$1M 0.16%
24,779
62
$911K 0.15%
14,762
+1,960
63
$748K 0.12%
16,200
+5,900
64
$626K 0.1%
10,600
65
$527K 0.09%
10,200
66
$526K 0.09%
12,136
-35,516
67
$430K 0.07%
19,700
68
$430K 0.07%
3,307
69
$423K 0.07%
4,550
70
$417K 0.07%
5,425
+400
71
$374K 0.06%
+850
72
$357K 0.06%
+7,859
73
$316K 0.05%
4,200
74
$278K 0.04%
6,600
75
$251K 0.04%
7,477
1 2
3
4