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
$571M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.32M
3
+$6.26M
4
WFC icon
Wells Fargo
WFC
+$3.62M
5
DXCM icon
DexCom
DXCM
+$760K

Top Sells

1
+$8.46M
2
+$7.93M
3
+$7.64M
4
GWW icon
W.W. Grainger
GWW
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.26M

Sector Composition

1 Healthcare 39.49%
2 Industrials 12.14%
3 Technology 10.89%
4 Consumer Staples 8.93%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.3%
37,360
-300
52
$1.7M 0.3%
17,079
-444
53
$1.68M 0.29%
41,710
-4,225
54
$1.64M 0.29%
11,320
+2,480
55
$1.42M 0.25%
13,862
-117
56
$1.4M 0.25%
11,150
-1,475
57
$1.39M 0.24%
17,675
-1,505
58
$1.34M 0.24%
14,600
-1,000
59
$1.28M 0.22%
6
60
$948K 0.17%
11,523
-1,702
61
$905K 0.16%
24,579
62
$816K 0.14%
5,750
-66
63
$632K 0.11%
9,900
64
$631K 0.11%
8,705
-4,175
65
$584K 0.1%
9,150
-100
66
$528K 0.09%
9,702
-1,100
67
$440K 0.08%
10,200
68
$433K 0.08%
41,982
-13,764
69
$382K 0.07%
3,009
70
$379K 0.07%
4,950
+75
71
$345K 0.06%
+8,870
72
$332K 0.06%
4,425
-2,485
73
$304K 0.05%
4,950
74
$274K 0.05%
22,200
-8,800
75
$221K 0.04%
8,108
1 2
3
4