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
$516M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$2.54M
3
+$1.28M
4
NVO icon
Novo Nordisk
NVO
+$1.11M
5
UL icon
Unilever
UL
+$963K

Top Sells

1
+$4.17M
2
+$2M
3
+$863K
4
HSIC icon
Henry Schein
HSIC
+$292K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$270K

Sector Composition

1 Healthcare 29.42%
2 Technology 16.01%
3 Industrials 12.51%
4 Consumer Staples 10.81%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 5.96%
127,694
+219
2
$27.5M 5.34%
359,501
-1,465
3
$24.2M 4.69%
238,748
+3,335
4
$20.9M 4.06%
241,671
-906
5
$19M 3.68%
72,516
-400
6
$18.1M 3.5%
829,066
+3,828
7
$17.4M 3.38%
214,617
+2,150
8
$17.1M 3.32%
193,965
-2,428
9
$17.1M 3.32%
367,819
+2,723
10
$16.1M 3.12%
341,897
-2,700
11
$15.9M 3.07%
125,830
+20,200
12
$15.8M 3.07%
1,012,100
-2,000
13
$15.2M 2.95%
192,389
-2,360
14
$13.7M 2.67%
905,708
+9,400
15
$13.4M 2.6%
791,580
+65,580
16
$13.1M 2.54%
232,652
+22,843
17
$12.1M 2.35%
156,959
-1,750
18
$11.6M 2.24%
284,037
-7,165
19
$11.4M 2.22%
102,223
-780
20
$10.6M 2.05%
92,233
+118
21
$9.96M 1.93%
335,300
+285,350
22
$9.84M 1.91%
109,847
-156
23
$9.03M 1.75%
181,270
+720
24
$7.76M 1.5%
202,025
+9,100
25
$7.65M 1.48%
84,733
+260
1
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