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
$637M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.37M
3
+$1.99M
4
SBUX icon
Starbucks
SBUX
+$1.53M
5
IP icon
International Paper
IP
+$1.3M

Top Sells

1
+$12.7M
2
+$2.39M
3
+$1.6M
4
OXY icon
Occidental Petroleum
OXY
+$1.47M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.25M

Sector Composition

1 Healthcare 43.36%
2 Technology 11.87%
3 Industrials 9.82%
4 Consumer Staples 6.83%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.24%
6
52
$1.44M 0.23%
9,375
53
$1.43M 0.22%
13,459
+700
54
$1.28M 0.2%
11,102
55
$1.27M 0.2%
14,825
-775
56
$1.25M 0.2%
24,579
57
$990K 0.16%
22,510
-3,050
58
$989K 0.16%
7,855
-150
59
$979K 0.15%
5,780
+30
60
$965K 0.15%
39,600
-3,350
61
$682K 0.11%
6,350
-235
62
$595K 0.09%
3,009
63
$576K 0.09%
10,200
64
$561K 0.09%
9,402
+400
65
$552K 0.09%
9,900
66
$529K 0.08%
11,785
-2,365
67
$278K 0.04%
3,300
68
$243K 0.04%
2,000
69
$204K 0.03%
2,600
70
– –
-54,372
71
– –
-28,750
72
– –
-5,048
1 2
3