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
$559M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$338K
3 +$298K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$221K
5
NSC icon
Norfolk Southern
NSC
+$216K

Top Sells

1 +$12.1M
2 +$3.66M
3 +$3.56M
4
CGNX icon
Cognex
CGNX
+$3.05M
5
GWW icon
W.W. Grainger
GWW
+$1.63M

Sector Composition

1 Healthcare 40.41%
2 Industrials 12.47%
3 Technology 12.19%
4 Consumer Staples 7.57%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-230,105