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
$567M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$5.64M
3 +$1.45M
4
WSM icon
Williams-Sonoma
WSM
+$804K
5
HPE icon
Hewlett Packard
HPE
+$492K

Top Sells

1 +$4.14M
2 +$2.14M
3 +$1.9M
4
BF.B icon
Brown-Forman Class B
BF.B
+$891K
5
OXY icon
Occidental Petroleum
OXY
+$773K

Sector Composition

1 Healthcare 41.06%
2 Industrials 11.92%
3 Technology 10.32%
4 Consumer Staples 9.08%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.04%
2,700
77
$213K 0.04%
8,108
78
$205K 0.04%
1,000
79
-3,340