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
$592M
AUM Growth
-$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$528K
3
+$370K
4
DHR icon
Danaher
DHR
+$329K
5
STT icon
State Street
STT
+$306K

Top Sells

1
+$6.73M
2
+$4.44M
3
+$1.42M
4
AGNC icon
AGNC Investment
AGNC
+$420K
5
TIF
Tiffany & Co.
TIF
+$310K

Sector Composition

1 Healthcare 37.27%
2 Technology 13.27%
3 Industrials 11.13%
4 Consumer Staples 8.62%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-19,700
77
– –
-2,000
78
– –
-6,269
1 2 3
4