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
$469M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.3M
3
+$20.8M
4
SSYS icon
Stratasys
SSYS
+$19.7M
5
GWW icon
W.W. Grainger
GWW
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.3%
2 Technology 13.16%
3 Industrials 12.96%
4 Consumer Staples 11.74%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 5.85%
+127,475
2
$26.3M 5.6%
+360,966
3
$20.8M 4.44%
+242,577
4
$19.7M 4.2%
+235,413
5
$18.4M 3.92%
+72,916
6
$17.8M 3.8%
+825,238
7
$16.5M 3.53%
+212,467
8
$15.5M 3.31%
+365,096
9
$15.5M 3.31%
+344,597
10
$14.8M 3.16%
+105,630
11
$14.7M 3.14%
+194,749
12
$14.1M 3%
+196,393
13
$12.4M 2.65%
+896,308
14
$11.5M 2.44%
+1,014,100
15
$11.3M 2.4%
+726,000
16
$10.9M 2.33%
+291,202
17
$10.5M 2.24%
+158,709
18
$10.2M 2.18%
+92,115
19
$10.2M 2.17%
+103,003
20
$10.1M 2.15%
+209,809
21
$9.4M 2%
+110,003
22
$8.1M 1.73%
+180,550
23
$7.87M 1.68%
+84,473
24
$6.39M 1.36%
+192,925
25
$6.34M 1.35%
+36,604
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