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Tirschwell & Loewy Portfolio holdings
AUM
$731M
1-Year Est. Return
15.44%
This Fund
S&P 500
This Quarter
Est. Return
+2.61%
1 Year Est. Return
+15.44%
3 Year Est. Return
+77.99%
5 Year Est. Return
+97.61%
10 Year Est. Return
–
AUM
$469M
AUM Growth
–
Cap. Flow
+$470M
Cap. Flow
% of AUM
100.23%
Top 10 Holdings %
Top 10 Hldgs %
41.12%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Biogen
BIIB
|
+$27.2M |
| 2 |
TIF
Tiffany & Co.
TIF
|
+$26.9M |
| 3 |
Johnson & Johnson
JNJ
|
+$20.6M |
| 4 |
Stratasys
SSYS
|
+$19M |
| 5 |
Brown-Forman Class B
BF.B
|
+$18.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 30.3% |
| 2 | Technology | 13.16% |
| 3 | Industrials | 12.96% |
| 4 | Consumer Staples | 11.74% |
| 5 | Energy | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GAP
76
The Gap Inc
GAP
$7.07B
| $280K | 0.06% |
+6,700
| New | +$264K |
|
77
Pfizer
PFE
$141B
| $226K | 0.05% |
+8,523
| New | +$235K |
|
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Tirschwell & Loewy's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Tirschwell & Loewy, which disclosed 82 positions worth $469M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Biogen: 127,475 shares worth $27.4M.
By sector, the portfolio is most concentrated in Healthcare at 30% of assets, followed by Technology and Industrials.
- Tirschwell & Loewy's largest Q2 2013 buy was Biogen: 127,475 shares worth $27.4M.
- Tirschwell & Loewy's ten largest holdings make up 41% of its $469M portfolio in Q2 2013.
- Tirschwell & Loewy disclosed 82 positions in Q2 2013, its first 13F filing on record.
Based on Tirschwell & Loewy's 13F filing for Q2 2013, filed 30 Jul 2013.