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
$572M
AUM Growth
+$34K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$4.12M
3
+$1.73M
4
MA icon
Mastercard
MA
+$1.21M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.16M

Top Sells

1
+$10.4M
2
+$2.16M
3
+$966K
4
HSY icon
Hershey
HSY
+$886K
5
SYT
Syngenta Ag
SYT
+$810K

Sector Composition

1 Healthcare 42.83%
2 Industrials 12.38%
3 Technology 9.07%
4 Consumer Staples 8.92%
5 Financials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.31%
12,052
+732
52
$1.62M 0.28%
35,650
-1,710
53
$1.52M 0.27%
15,579
-1,500
54
$1.52M 0.27%
17,175
-500
55
$1.45M 0.25%
13,662
-200
56
$1.31M 0.23%
10,850
-300
57
$1.3M 0.23%
6
58
$1.04M 0.18%
12,323
+800
59
$955K 0.17%
24,579
60
$833K 0.15%
5,750
61
$772K 0.14%
6,800
-7,800
62
$728K 0.13%
9,900
63
$656K 0.11%
8,205
-500
64
$575K 0.1%
8,650
-500
65
$508K 0.09%
6,700
+1,750
66
$506K 0.09%
9,702
67
$500K 0.09%
12,461
+3,591
68
$442K 0.08%
41,637
-345
69
$441K 0.08%
10,200
70
$391K 0.07%
3,009
71
$345K 0.06%
4,425
72
$301K 0.05%
4,950
73
$276K 0.05%
22,000
-200
74
$218K 0.04%
5,048
-429
75
$217K 0.04%
2,600
1 2
3
4