TL
Tirschwell & Loewy Portfolio holdings
AUM
$731M
This Quarter Return
+8.07%
1 Year Return
+15.45%
3 Year Return
+77.97%
5 Year Return
+97.59%
10 Year Return
–
AUM
$601M
AUM Growth
+$601M
(+5.2%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
38.16%
Holding
82
New
2
Increased
17
Reduced
39
Closed
3
Top Buys
| 1 |
Brown-Forman Class B
BF.B
|
$10.8M |
| 2 |
Fortive
FTV
|
$5.24M |
| 3 |
Mastercard
MA
|
$1.24M |
| 4 |
CPHD
Cepheid Inc
CPHD
|
$1.16M |
| 5 |
Dentsply Sirona
XRAY
|
$1.08M |
Top Sells
| 1 |
SYT
Syngenta Ag
SYT
|
$6.2M |
| 2 |
Biogen
BIIB
|
$798K |
| 3 |
Hershey
HSY
|
$772K |
| 4 |
Campbell Soup
CPB
|
$575K |
| 5 |
Occidental Petroleum
OXY
|
$232K |
Sector Composition
| 1 | Healthcare | 43.25% |
| 2 | Industrials | 11.78% |
| 3 | Technology | 10.91% |
| 4 | Consumer Staples | 7.78% |
| 5 | Financials | 5.74% |