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
$582M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$758K
3
+$580K
4
STT icon
State Street
STT
+$559K
5
WSM icon
Williams-Sonoma
WSM
+$539K

Top Sells

1
+$2.74M
2
+$1.25M
3
+$380K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$293K
5
RTN
Raytheon Company
RTN
+$279K

Sector Composition

1 Healthcare 30.43%
2 Technology 15.81%
3 Industrials 12.06%
4 Consumer Staples 10.84%
5 Energy 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,000
77
– –
-3,000
78
– –
-2,499
79
– –
-7,300
1 2 3
4