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
$567M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$5.64M
3
+$1.45M
4
WSM icon
Williams-Sonoma
WSM
+$804K
5
HPE icon
Hewlett Packard
HPE
+$492K

Top Sells

1
+$4.14M
2
+$2.14M
3
+$1.9M
4
BF.B icon
Brown-Forman Class B
BF.B
+$891K
5
OXY icon
Occidental Petroleum
OXY
+$773K

Sector Composition

1 Healthcare 41.06%
2 Industrials 11.92%
3 Technology 10.32%
4 Consumer Staples 9.08%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.29%
37,660
52
$1.49M 0.26%
12,625
+575
53
$1.45M 0.26%
+36,235
54
$1.4M 0.25%
12,880
-150
55
$1.4M 0.25%
13,979
-300
56
$1.4M 0.25%
19,180
-1,145
57
$1.39M 0.25%
15,600
58
$1.2M 0.21%
51,105
-176,384
59
$1.19M 0.21%
6
60
$1.16M 0.21%
8,840
+44
61
$1.05M 0.19%
13,225
+1,322
62
$1.01M 0.18%
24,579
-200
63
$768K 0.14%
5,816
-2,400
64
$681K 0.12%
9,900
65
$517K 0.09%
10,802
-275
66
$492K 0.09%
+55,746
67
$486K 0.09%
9,250
68
$467K 0.08%
6,910
+1,485
69
$435K 0.08%
3,009
70
$401K 0.07%
10,200
71
$367K 0.06%
31,000
-43,758
72
$344K 0.06%
4,950
73
$331K 0.06%
+4,875
74
$323K 0.06%
10,538
+3,215
75
$291K 0.05%
8,447
+970
1 2
3
4