TIRSCHWELL & LOEWY INC Information

400 PARK AVENUE, NEW YORK, New York, 10022, (212) 888-7940

Report Date: 03/31/2015

Position Statistics

Total Positions 84
New Positions 0
Increased Positions 10
Decreased Positions 58
Positions with Activity 68
Sold Out Positions 2
Total Mkt Value (in $ millions) 606

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.39%
Capital Goods 6.5%
Conglomerates
Consumer Cyclical 6.14%
Consumer/Non-Cyclical 8.58%
Energy 5.21%
Financial 4.68%
Healthcare 34%
Services 9.3%
Technology 21.65%
Transportation 0.03%
Utilities 0.52%

84 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN INC COM 39,909 -3,230 (7.49) 99,349
TIFFANY & CO NEW COM 30,570 -249 (0.81) 350,896
COGNEX CORP COM 24,501 -257 (1.04) 515,820
BROWN FORMAN CORP CL B 23,492 -414 (1.73) 257,190
NOVO-NORDISK A S ADR 23,104 -166 (0.71) 407,830
JOHNSON & JOHNSON COM 22,878 -265 (1.15) 226,337
ANALOG DEVICES INC COM 21,644 -208 (0.95) 346,141
DANAHER CORP DEL COM 20,994 -121 (0.57) 252,032
DEXCOM INC COM 18,887 -156 (0.82) 272,025
GRAINGER W W INC COM 18,672 -227 (1.2) 75,565
SCHLUMBERGER LTD COM 18,482 18 .10 201,745
HONEYWELL INTL INC COM 17,406 -267 (1.51) 169,810
NEOGEN CORP COM 17,089 -14 (0.08) 364,567
3M CO COM 17,049 -688 (3.88) 107,231
RAYTHEON CO COM NEW 15,710 -379 (2.35) 144,992
SCHEIN HENRY INC COM 15,538 -185 (1.18) 109,005
AMGEN INC COM 15,371 -872 (5.37) 91,542
IDEXX LABS INC COM 15,010 -332 (2.17) 91,495
SYNGENTA AG SPONSORED ADR 13,180 -968 (6.84) 191,347
STRATASYS LTD SHS 12,888 -27 (0.21) 251,352