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
$598M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$455K
3
+$196K
4
VZ icon
Verizon
VZ
+$135K
5
MON
Monsanto Co
MON
+$102K

Top Sells

1
+$2.94M
2
+$808K
3
+$717K
4
SYT
Syngenta Ag
SYT
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$405K

Sector Composition

1 Healthcare 33.33%
2 Technology 15.99%
3 Industrials 11.48%
4 Consumer Staples 10.15%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.1M 6.21%
112,289
-8,881
2
$34M 5.69%
353,336
-8,388
3
$29.1M 4.86%
240,577
-2,243
4
$24.5M 4.1%
229,886
-3,796
5
$23.5M 3.93%
814,875
-12,238
6
$20.9M 3.49%
1,036,780
-19,200
7
$19.7M 3.29%
193,622
-2,215
8
$19.4M 3.24%
814,140
-10,300
9
$19.4M 3.23%
378,917
-2,335
10
$19.1M 3.19%
75,940
-335
11
$16.6M 2.78%
335,734
+1,270
12
$16.2M 2.71%
182,752
-1,503
13
$15.3M 2.56%
150,752
+800
14
$14.2M 2.38%
961,859
-7,413
15
$13.9M 2.33%
245,557
-3,658
16
$13.7M 2.29%
97,727
-2,215
17
$13.6M 2.28%
215,192
-9,791
18
$12.7M 2.13%
278,983
-6,630
19
$12.6M 2.1%
125,010
-7,116
20
$11.7M 1.95%
382,915
+2,664
21
$11M 1.84%
187,060
-370
22
$11M 1.84%
1,098,900
-13,400
23
$9.98M 1.67%
270,825
+19,350
24
$9.97M 1.67%
81,182
-2,953
25
$9.94M 1.66%
298,560
-500
1
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