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
$601M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$1.24M
3 +$1.16M
4
XRAY icon
Dentsply Sirona
XRAY
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$769K

Top Sells

1 +$6.2M
2 +$6.01M
3 +$798K
4
HSY icon
Hershey
HSY
+$772K
5
CPB icon
Campbell Soup
CPB
+$575K

Sector Composition

1 Healthcare 43.25%
2 Industrials 11.78%
3 Technology 10.91%
4 Consumer Staples 7.78%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-80,764