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
$516M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$8.48M
2 +$2.54M
3 +$1.28M
4
NVO icon
Novo Nordisk
NVO
+$1.11M
5
UL icon
Unilever
UL
+$963K

Top Sells

1 +$4.17M
2 +$2M
3 +$863K
4
HSIC icon
Henry Schein
HSIC
+$292K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$270K

Sector Composition

1 Healthcare 29.42%
2 Technology 16.01%
3 Industrials 12.51%
4 Consumer Staples 10.81%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$242K 0.05%
2,900
-500
77
$232K 0.05%
8,523
78
$214K 0.04%
7,800
-72,800