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
$600M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$107K
3
+$93.7K
4
SYY icon
Sysco
SYY
+$33.9K
5
PODD icon
Insulet
PODD
+$31.7K

Top Sells

1
+$3.39M
2
+$3.3M
3
+$1.96M
4
CPB icon
Campbell Soup
CPB
+$1.39M
5
GE icon
GE Aerospace
GE
+$1.32M

Sector Composition

1 Healthcare 37.38%
2 Technology 14.06%
3 Industrials 11.33%
4 Consumer Staples 8.84%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.9M 6.99%
99,349
-8,040
2
$30.9M 5.15%
350,896
-2,855
3
$25.6M 4.26%
1,031,640
-10,800
4
$23.2M 3.87%
803,719
-14,162
5
$22.8M 3.79%
226,337
-2,625
6
$21.8M 3.63%
346,141
-3,323
7
$21.8M 3.63%
815,660
-5,850
8
$21.4M 3.57%
374,981
-2,158
9
$17.8M 2.97%
75,565
-920
10
$17.7M 2.95%
178,116
-2,727
11
$17M 2.84%
972,179
-800
12
$17M 2.83%
1,088,100
-9,000
13
$16.8M 2.81%
201,745
+200
14
$15.8M 2.64%
144,992
-3,495
15
$15.2M 2.54%
277,963
-3,315
16
$14.6M 2.44%
91,542
-5,195
17
$14.1M 2.36%
182,990
-4,050
18
$13.3M 2.21%
251,352
-525
19
$13M 2.16%
191,347
-14,050
20
$11.9M 1.99%
299,160
-2,000
21
$10.2M 1.7%
200,527
-38,585
22
$9.81M 1.63%
389,285
-850
23
$9.39M 1.56%
178,230
-3,200
24
$9.07M 1.51%
271,875
+950
25
$8.55M 1.43%
79,862
+100
1
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