APPLETON PARTNERS INC/MA Information

ONE POST OFFICE SQUARE, BOSTON, Massachusetts, 02109, (617) 338-0700

Report Date: 12/31/2013

Position Statistics

Total Positions 181
New Positions 14
Increased Positions 90
Decreased Positions 66
Positions with Activity 156
Sold Out Positions 13
Total Mkt Value (in $ millions) 407

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 4.13%
Conglomerates 0%
Consumer Cyclical 1.05%
Consumer/Non-Cyclical 9.61%
Energy 9.71%
Financial 18.29%
Healthcare 5.74%
Services 17.9%
Technology 20.19%
Transportation 3.85%
Utilities 0.32%

181 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 15,358 59 .38 29,256
VISA INC COM CL A 11,855 -13 (0.11) 57,011
CERNER CORP COM 10,551 -297 (2.74) 195,394
WELLS FARGO & CO NEW COM 10,246 104 1.03 209,404
SCHLUMBERGER LTD COM 10,090 -35 (0.34) 100,991
CHICAGO BRIDGE & IRON CO N V COM 10,033 125 1.26 115,990
MCDONALDS CORP COM 9,947 41 .41 99,217
VERIZON COMMUNICATIONS INC COM 9,244 276 3.07 194,207
JPMORGAN CHASE & CO COM 9,003 14 .16 163,038
WABTEC CORP COM 8,923 -16 (0.17) 120,760
EXXON MOBIL CORP COM 7,961 -477 (5.65) 79,282
HOME DEPOT INC COM 7,627 71 .94 98,942
PEPSICO INC COM 7,505 132 1.79 87,724
EXPRESS SCRIPTS HLDG CO COM 7,399 -272 (3.54) 102,356
INTERNATIONAL BUSINESS MACHS COM 7,219 -942 (11.54) 37,993
JOHNSON & JOHNSON COM 7,209 150 2.12 72,849
CITIGROUP INC COM NEW 7,159 146 2.08 148,458
AMERICAN TOWER CORP NEW COM 7,001 -17 (0.25) 84,709
ROPER INDS INC NEW COM 6,538 -44 (0.67) 50,160
TJX COS INC NEW COM 6,481 38 .59 110,416