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
$531M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$619K
3
+$329K
4
AAPL icon
Apple
AAPL
+$224K
5
PFE icon
Pfizer
PFE
+$218K

Top Sells

1
+$1.27M
2
+$1.14M
3
+$532K
4
BF.B icon
Brown-Forman Class B
BF.B
+$440K
5
NVO icon
Novo Nordisk
NVO
+$311K

Sector Composition

1 Healthcare 38.01%
2 Technology 11.94%
3 Industrials 11.93%
4 Consumer Staples 9.32%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.28%
37,660
-1,240
52
$1.44M 0.27%
13,030
-150
53
$1.44M 0.27%
20,325
54
$1.43M 0.27%
15,600
-400
55
$1.35M 0.25%
14,279
+300
56
$1.22M 0.23%
8,796
+105
57
$1.19M 0.22%
12,050
+250
58
$1.17M 0.22%
6
59
$1.07M 0.2%
8,216
-200
60
$970K 0.18%
24,779
61
$869K 0.16%
74,758
+2,863
62
$856K 0.16%
11,903
63
$586K 0.11%
9,900
64
$549K 0.1%
3,340
-6,940
65
$489K 0.09%
11,077
-3,425
66
$469K 0.09%
9,250
+100
67
$394K 0.07%
3,009
68
$382K 0.07%
5,425
69
$367K 0.07%
4,950
+500
70
$346K 0.07%
10,200
71
$244K 0.05%
7,477
72
$224K 0.04%
+8,108
73
$224K 0.04%
2,700
74
$218K 0.04%
+7,323
75
$205K 0.04%
1,000
1 2
3
4