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
$600M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$107K
3
+$93.7K
4
SYY icon
Sysco
SYY
+$33.9K
5
PODD icon
Insulet
PODD
+$31.7K

Top Sells

1
+$3.39M
2
+$3.3M
3
+$1.96M
4
CPB icon
Campbell Soup
CPB
+$1.39M
5
GE icon
GE Aerospace
GE
+$1.32M

Sector Composition

1 Healthcare 37.38%
2 Technology 14.06%
3 Industrials 11.33%
4 Consumer Staples 8.84%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.27%
42,658
+900
52
$1.58M 0.26%
38,900
53
$1.55M 0.26%
17,825
54
$1.34M 0.22%
13,979
-100
55
$1.33M 0.22%
8,691
-105
56
$1.3M 0.22%
6
57
$1.25M 0.21%
13,596
-550
58
$1.22M 0.2%
8,416
-300
59
$1.15M 0.19%
11,800
60
$1.02M 0.17%
71,895
-1,542
61
$997K 0.17%
24,779
62
$976K 0.16%
11,916
63
$910K 0.15%
18,350
+2,150
64
$827K 0.14%
14,602
-160
65
$677K 0.11%
10,500
-100
66
$452K 0.08%
3,009
-298
67
$446K 0.07%
10,200
68
$420K 0.07%
19,700
69
$412K 0.07%
8,850
-29,894
70
$384K 0.06%
5,425
71
$348K 0.06%
4,450
-100
72
$286K 0.05%
6,600
73
$244K 0.04%
7,477
74
$239K 0.04%
1,000
75
$229K 0.04%
2,700
1 2
3
4