TIRSCHWELL & LOEWY INC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 83
New Positions 3
Increased Positions 26
Decreased Positions 45
Positions with Activity 71
Sold Out Positions 1
Total Mkt Value (in $ millions) 512

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

Sector Weighting

Basic Materials 4.22%
Capital Goods 7.86%
Conglomerates
Consumer Cyclical 5.92%
Consumer/Non-Cyclical 9.3%
Energy 4.37%
Financial 4.64%
Healthcare 33.25%
Services 9.04%
Technology 20.12%
Transportation
Utilities 0.72%

83 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN INC COM 23,326 -1,744 (6.96) 93,309
BROWN FORMAN CORP CL B 23,220 -860 (3.57) 242,225
JOHNSON & JOHNSON COM 22,465 -348 (1.53) 220,306
TIFFANY & CO NEW COM 21,985 -118 (0.54) 353,631
DANAHER CORP DEL COM 21,392 -405 (1.86) 251,106
NOVO-NORDISK A S ADR 18,503 -42 (0.23) 397,230
RAYTHEON CO COM NEW 17,867 -411 (2.25) 141,366
NEOGEN CORP COM 17,466 -99 (0.56) 362,206
HONEYWELL INTL INC COM 17,173 -36 (0.21) 167,185
ANALOG DEVICES INC COM 16,677 -265 (1.56) 338,216
3M CO COM 16,541 -613 (3.57) 106,893
COGNEX CORP COM 15,870 -74 (0.47) 513,420
SCHEIN HENRY INC COM 15,555 -293 (1.85) 105,374
GRAINGER W W INC COM 15,230 -624 (3.94) 72,595
SYNGENTA AG SPONSORED ADR 14,709 -321 (2.13) 183,519
DEXCOM INC COM 13,916 147 1.07 260,695
SCHLUMBERGER LTD COM 13,416 -454 (3.28) 197,882
AMGEN INC COM 12,765 -86 (0.67) 89,167
IDEXX LABS INC COM 12,537 -31 (0.25) 183,055
KIMBERLY CLARK CORP COM 10,441 -112 (1.07) 79,827