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
$637M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.37M
3
+$1.99M
4
SBUX icon
Starbucks
SBUX
+$1.53M
5
IP icon
International Paper
IP
+$1.3M

Top Sells

1
+$12.7M
2
+$2.39M
3
+$1.6M
4
OXY icon
Occidental Petroleum
OXY
+$1.47M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.25M

Sector Composition

1 Healthcare 43.36%
2 Technology 11.87%
3 Industrials 9.82%
4 Consumer Staples 6.83%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 5.32%
799,160
-56,320
2
$33.1M 5.2%
352,736
-2,260
3
$26.3M 4.12%
198,623
-2,283
4
$25.5M 4.01%
328,315
+8,734
5
$24.9M 3.9%
154,000
-7,735
6
$23.8M 3.74%
919,051
+5,094
7
$21.8M 3.43%
135,222
+2,030
8
$21.2M 3.32%
165,733
-809
9
$20.5M 3.21%
273,467
+5,532
10
$20.3M 3.18%
652,108
-22,953
11
$20.3M 3.18%
74,704
-1,876
12
$19.6M 3.07%
1,070,780
+24,100
13
$18.8M 2.95%
154,880
+1,210
14
$18.2M 2.85%
253,072
+1,033
15
$17.6M 2.76%
819,840
+7,450
16
$15.9M 2.49%
166,140
+575
17
$15.8M 2.47%
243,211
+56,100
18
$15.6M 2.45%
304,675
+3,120
19
$14.1M 2.21%
81,734
-863
20
$13.9M 2.18%
237,850
+26,245
21
$12.5M 1.95%
21,160
+15
22
$11.7M 1.84%
203,280
+34,445
23
$11.7M 1.84%
177,886
-2,291
24
$11.6M 1.82%
81,030
+325
25
$9.86M 1.55%
68,826
-150
1
2 3