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
$619M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$939K
3
+$762K
4
SLB icon
SLB Ltd
SLB
+$677K
5
CRC
California Resources Corporation
CRC
+$374K

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.54M
4
SYT
Syngenta Ag
SYT
+$629K
5
GE icon
GE Aerospace
GE
+$477K

Sector Composition

1 Healthcare 35.91%
2 Technology 14.28%
3 Industrials 11.45%
4 Consumer Staples 9.2%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.04%
8,324
77
$219K 0.04%
2,000
78
$213K 0.03%
38,744
+30,244
79
$213K 0.03%
1,000
80
$206K 0.03%
+2,700
1 2 3
4