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

Top Buys

1 +$706K
2 +$433K
3 +$180K
4
VZ icon
Verizon
VZ
+$134K
5
MON
Monsanto Co
MON
+$106K

Top Sells

1 +$2.93M
2 +$836K
3 +$778K
4
SYT
Syngenta Ag
SYT
+$693K
5
CGNX icon
Cognex
CGNX
+$397K

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