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
$618M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.03M
3
+$1.04M
4
MA icon
Mastercard
MA
+$845K
5
WSM icon
Williams-Sonoma
WSM
+$644K

Top Sells

1
+$4.78M
2
+$2.57M
3
+$1.71M
4
CGNX icon
Cognex
CGNX
+$1.54M
5
KO icon
Coca-Cola
KO
+$829K

Sector Composition

1 Healthcare 41.03%
2 Technology 12.51%
3 Industrials 11.73%
4 Consumer Staples 7.1%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,980
1 2 3
4