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
$598M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$713K
2 +$455K
3 +$196K
4
VZ icon
Verizon
VZ
+$135K
5
MON
Monsanto Co
MON
+$102K

Top Sells

1 +$2.94M
2 +$808K
3 +$717K
4
SYT
Syngenta Ag
SYT
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$405K

Sector Composition

1 Healthcare 33.33%
2 Technology 15.99%
3 Industrials 11.48%
4 Consumer Staples 10.15%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$234K 0.04%
8,324
77
$223K 0.04%
2,000
78
-2,700