TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$27.2M
2 +$26.9M
3 +$20.6M
4
SSYS icon
Stratasys
SSYS
+$19M
5
BF.B icon
Brown-Forman Class B
BF.B
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.3%
2 Technology 13.16%
3 Industrials 12.96%
4 Consumer Staples 11.74%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$280K 0.06%
+6,700
77
$226K 0.05%
+8,523