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
$531M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$619K
3
+$329K
4
AAPL icon
Apple
AAPL
+$224K
5
PFE icon
Pfizer
PFE
+$218K

Top Sells

1
+$1.27M
2
+$1.14M
3
+$532K
4
BF.B icon
Brown-Forman Class B
BF.B
+$440K
5
NVO icon
Novo Nordisk
NVO
+$311K

Sector Composition

1 Healthcare 38.01%
2 Technology 11.94%
3 Industrials 11.93%
4 Consumer Staples 9.32%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,900
77
– –
-6,600
78
– –
-3,200
1 2 3
4