TIRSCHWELL & LOEWY INC

data from 31/03/2019

Capitalization

$ 730.875 M 10.76 %

Average holding period

18 ans

Performance

$ 431.859 M 78.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TIRSCHWELL & LOEWY INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/03/31 MA Mastercard Inc. 5.14% 37.601 M $ 159700 2016/03/31 8.056 M $ 26.72 %
2019/03/31 CGNX Cognex 5.06% 36.993 M $ 727350 2013/06/30 10.520 M $ 37.19 %
2019/03/31 TIF Tiffany 4.73% 34.573 M $ 327555 2013/06/30 8.385 M $ 31.43 %
2019/03/31 ADI Analog Devices 4.68% 34.202 M $ 324896 2013/06/30 7.401 M $ 26.16 %
2019/03/31 DXCM Dexcom Inc 4.60% 33.650 M $ 282539 2013/06/30 -1.315 M $ -3.87 %
2019/03/31 DHR Danaher Corp. 4.50% 32.876 M $ 249026 2013/06/30 7.170 M $ 27.83 %
2019/03/31 IDXX Idex Laboratories 4.35% 31.814 M $ 142280 2013/06/30 5.613 M $ 21.02 %
2019/03/31 PODD Insulet Corporation 3.86% 28.217 M $ 296745 2014/06/30 4.795 M $ 20.31 %
2019/03/31 Xilinx Inc. 3.76% 27.469 M $ 216650 2018/03/31 9.165 M $ 48.87 %
2019/03/31 JNJ Johnson & Johnson 3.67% 26.852 M $ 192085 2013/06/30 1.923 M $ 7.69 %
2019/03/31 BF-B Brown Forman Class B 3.66% 26.771 M $ 507221 2013/06/30 3.105 M $ 12.63 %
2019/03/31 NEOG Neogen Corporation 3.43% 25.046 M $ 436426 2013/06/30 139.962 K $ 0.56 %
2019/03/31 HON Honeywell 3.36% 24.543 M $ 154434 2013/06/30 4.559 M $ 22.21 %
2019/03/31 RTN Raytheon Company New 3.35% 24.502 M $ 134567 2013/06/30 4.178 M $ 20.48 %
2019/03/31 SBUX Starbucks 3.10% 22.678 M $ 305056 2016/12/31 2.927 M $ 14.85 %
2019/03/31 ABMD Abiomed Inc. 2.89% 21.117 M $ 73941 2015/12/31 -3.492 M $ -14.55 %
2019/03/31 ROST Ross Stores Inc 2.73% 19.971 M $ 214511 2013/06/30 2.380 M $ 13.29 %
2019/03/31 NVO Novo Nordisk 2.70% 19.744 M $ 377450 2013/06/30 2.311 M $ 13.15 %
2019/03/31 Minn Mng & Mfg Co 2.61% 19.083 M $ 91842 2013/06/30 1.606 M $ 9.05 %
2019/03/31 MTD Mettler Toledo 2.34% 17.110 M $ 23665 2013/06/30 3.941 M $ 29.13 %
2019/03/31 JPMorgan Chase & Co. 2.16% 15.796 M $ 156042 2013/06/30 559.809 K $ 3.70 %
2019/03/31 INGN Inogen 2.06% 15.034 M $ 157640 2015/12/31 -5.091 M $ -26.51 %
2019/03/31 BIIB Biogen,Inc. 2.04% 14.925 M $ 63141 2013/06/30 -4.471 M $ -22.74 %
2019/03/31 AMGN Amgen Inc. 1.92% 14.030 M $ 73850 2013/06/30 -217.209 K $ -1.49 %
2019/03/31 HSIC Convetrus 1.90% 13.884 M $ 265730 2013/06/30 -147.473 K $ -0.96 %
2019/03/31 PYPL Paypal Holdings Inc 1.75% 12.798 M $ 123245 2018/12/31 2.574 M $ 25.52 %
2019/03/31 CRM Salesforce 1.63% 11.909 M $ 75200 2018/12/31 1.818 M $ 17.68 %
2019/03/31 ITW Illinois Tool Works 1.53% 11.195 M $ 78001 2013/06/30 1.686 M $ 17.09 %
2019/03/31 ILMN Ilumina 1.00% 7.311 M $ 23530 2018/12/31 198.677 K $ 5.48 %
2019/03/31 UPS United Parcel Svc 0.83% 6.093 M $ 54525 2017/09/30 921.472 K $ 17.33 %
2019/03/31 STT State Street Corp 0.83% 6.065 M $ 92156 2013/06/30 427.076 K $ 7.17 %
2019/03/31 WSM Williams-Sonoma 0.77% 5.624 M $ 99950 2013/06/30 662.232 K $ 13.00 %
2019/03/31 TRMB Trimble 0.70% 5.138 M $ 127180 2013/06/30 1.046 M $ 24.52 %
2019/03/31 Dow Dupont 0.64% 4.665 M $ 87500 2014/12/31 -15.779 K $ -0.32 %
2019/03/31 MRK Merck & Co Inc New 0.44% 3.226 M $ 38791 2013/06/30 267.269 K $ 9.02 %
2019/03/31 DIS Walt Disney Co Holding Co 0.44% 3.201 M $ 28832 2013/06/30 79.525 K $ 2.61 %
2019/03/31 Rockwell Automation Inc. 0.39% 2.879 M $ 16410 2013/06/30 409.921 K $ 16.60 %
2019/03/31 United Technologies Corp 0.39% 2.856 M $ 22157 2018/12/31 503.284 K $ 21.07 %
2019/03/31 HD Home Depot 0.35% 2.552 M $ 13300 2013/06/30 316.805 K $ 13.86 %
2019/03/31 VZ Verizon Communications 0.34% 2.521 M $ 42638 2013/06/30 122.227 K $ 5.11 %
2019/03/31 PAYX PAYCHEX INC 0.30% 2.183 M $ 27213 2014/09/30 429.421 K $ 24.22 %
2019/03/31 BRK-A Berkshire Hathaway Cl A 0.25% 1.807 M $ 6 2013/06/30 10.800 K $ 0.59 %
2019/03/31 CL Colgate Palmolive 0.24% 1.785 M $ 26050 2013/06/30 233.986 K $ 14.75 %
2019/03/31 XOM Exxon Mobil Corp 0.24% 1.731 M $ 21423 2013/06/30 290.067 K $ 19.85 %
2019/03/31 UL Unilever 0.23% 1.703 M $ 29500 2013/06/30 154.176 K $ 10.10 %
2019/03/31 PEP Pepsico Inc 0.22% 1.618 M $ 13202 2013/06/30 152.087 K $ 10.42 %
2019/03/31 MCD McDonalds Corp 0.20% 1.462 M $ 7700 2013/06/30 83.313 K $ 6.09 %
2019/03/31 SYY Sysco Corp 0.18% 1.312 M $ 19655 2013/06/30 80.566 K $ 6.58 %
2019/03/31 Berkshire Hathaway Cl B 0.17% 1.258 M $ 6262 2013/06/30 -21.040 K $ -1.65 %
2019/03/31 Bank New York Mellon Corp 0.16% 1.189 M $ 23579 2013/06/30 81.425 K $ 7.09 %
2019/03/31 BA Boeing Co. 0.16% 1.148 M $ 3009 2013/06/30 207.741 K $ 21.42 %
2019/03/31 IBM International Business Machines 0.15% 1.123 M $ 7956 2013/06/30 235.595 K $ 26.06 %
2019/03/31 ZNGA Zynga Inc. 0.10% 746.000 K $ 139878 2017/12/31 195.829 K $ 35.61 %
2019/03/31 SLB Schlumberger Limited 0.10% 698.000 K $ 16028 2013/06/30 137.387 K $ 24.06 %
2019/03/31 EMR Emerson Electric Co 0.07% 524.000 K $ 7652 2013/06/30 83.579 K $ 17.38 %
2019/03/31 BMY Bristol Myers 0.07% 520.000 K $ 10900 2013/06/30 -53.300 K $ -9.40 %
2019/03/31 CAT Caterpillar Inc 0.07% 495.000 K $ 3650 2015/12/31 50.413 K $ 10.37 %
2019/03/31 AAPL Apple Computer Inc. 0.07% 491.000 K $ 2583 2017/12/31 86.478 K $ 21.25 %
2019/03/31 ADP Automatic Data Processing 0.07% 479.000 K $ 3000 2018/03/31 92.849 K $ 23.63 %
2019/03/31 PG Procter & Gamble 0.05% 399.000 K $ 3832 2013/06/30 44.911 K $ 12.76 %
2019/03/31 NSC Norfolk Soutern Corp. 0.05% 374.000 K $ 2000 2016/12/31 88.000 K $ 29.43 %
2019/03/31 TRV Travelers 0.05% 332.000 K $ 2417 2018/03/31 44.158 K $ 15.28 %
2019/03/31 AXP American Express 0.04% 306.000 K $ 2800 2013/06/30 45.864 K $ 17.18 %
2019/03/31 GWW Grainger 0.03% 251.000 K $ 835 2018/03/31 24.131 K $ 10.23 %
2019/03/31 T A T & T 0.03% 215.000 K $ 6871 2018/03/31 0.000 $ 0.00 %
2019/03/31 PFE Pfizer, Inc 0.03% 212.000 K $ 4998 2018/09/30 -4.056 K $ -1.86 %
2019/03/31 KO Coca Cola 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2019/03/31 GTX Residio Technologies 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/03/31 ABBV Abbvie Inc 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %