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
$571M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.32M
3
+$6.26M
4
WFC icon
Wells Fargo
WFC
+$3.62M
5
DXCM icon
DexCom
DXCM
+$760K

Top Sells

1
+$8.46M
2
+$7.93M
3
+$7.64M
4
GWW icon
W.W. Grainger
GWW
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.26M

Sector Composition

1 Healthcare 39.49%
2 Industrials 12.14%
3 Technology 10.89%
4 Consumer Staples 8.93%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 4.61%
359,236
+5,605
2
$23.8M 4.16%
373,291
-313
3
$23.1M 4.04%
733,191
-23,762
4
$23M 4.03%
88,455
-4,854
5
$22.9M 4.01%
211,878
-8,428
6
$21.2M 3.7%
781,150
-13,310
7
$20.2M 3.53%
340,896
+2,680
8
$19.8M 3.46%
1,014,840
-12,000
9
$18.5M 3.24%
173,335
-2,027
10
$18.5M 3.23%
1,087,540
+44,760
11
$18.4M 3.21%
972,749
+6,866
12
$17.5M 3.06%
258,210
-10,494
13
$17.1M 3%
139,766
-1,600
14
$15.3M 2.67%
65,469
-7,126
15
$14.3M 2.51%
194,222
-3,660
16
$14.3M 2.5%
182,605
-450
17
$13M 2.28%
86,967
-2,200
18
$12.2M 2.13%
+128,980
19
$10.4M 1.82%
166,611
-6,028
20
$10.4M 1.82%
77,462
-2,365
21
$10.3M 1.8%
177,700
-700
22
$9.6M 1.68%
63,020
-2,968
23
$9.34M 1.63%
281,760
+4,000
24
$9.05M 1.58%
330,740
+9,030
25
$8.32M 1.46%
+135,047
1
2 3 4