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
$600M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$107K
3
+$93.7K
4
SYY icon
Sysco
SYY
+$33.9K
5
PODD icon
Insulet
PODD
+$31.7K

Top Sells

1
+$3.39M
2
+$3.3M
3
+$1.96M
4
CPB icon
Campbell Soup
CPB
+$1.39M
5
GE icon
GE Aerospace
GE
+$1.32M

Sector Composition

1 Healthcare 37.38%
2 Technology 14.06%
3 Industrials 11.33%
4 Consumer Staples 8.84%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.04%
3,200
-1,000
77
$207K 0.03%
6,269
-2,055
78
$206K 0.03%
2,000
79
– –
-7,859
80
– –
-850
1 2 3
4