ARTISAN PARTNERS LIMITED PARTNERSHIP Information

875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100

Report Date: 03/31/2014

Position Statistics

Total Positions 386
New Positions 31
Increased Positions 177
Decreased Positions 208
Positions with Activity 385
Sold Out Positions 33
Total Mkt Value (in $ millions) 58,443

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

Sector Weighting

Basic Materials 1.44%
Capital Goods 5.74%
Conglomerates 0.1%
Consumer Cyclical 4.77%
Consumer/Non-Cyclical 1.85%
Energy 10.34%
Financial 16.86%
Healthcare 8.77%
Services 14.17%
Technology 32.83%
Transportation 1.04%
Utilities 1.24%

386 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 1,772,962 94,707 5.64 9,725,517
APPLIED MATLS INC COM 1,532,222 825,258 116.73 67,380,019
COVIDIEN PLC SHS 1,349,186 46,566 3.58 14,850,699
ARCH CAP GROUP LTD ORD 1,293,170 3,374 .26 22,533,018
TE CONNECTIVITY LTD REG SHS 1,113,211 -100,409 (8.27) 17,503,324
AON PLC SHS CL A 1,091,090 -133,313 (10.89) 12,112,458
CIGNA CORPORATION COM 1,024,612 -33,174 (3.14) 11,146,777
REGENERON PHARMACEUTICALS COM 1,004,660 28,092 2.88 3,235,410
IHS INC CL A 1,002,109 215,532 27.40 7,407,667
IMPERIAL OIL LTD COM NEW 924,196 40,420 4.57 17,197,546
ORACLE CORP COM 832,051 -15,951 (1.88) 20,514,072
DISCOVER FINL SVCS COM 630,887 13,042 2.11 10,141,243
BANK NEW YORK MELLON CORP COM 615,567 10,897 1.80 16,371,464
ILLUMINA INC COM 595,439 82,315 16.04 3,483,323
GRUPO TELEVISA SA SPON ADR REP ORD 594,509 166,227 38.81 17,257,151
UNILEVER PLC SPON ADR NEW 581,382 10,959 1.92 12,763,600
BORGWARNER INC COM 577,239 3,586 .63 8,672,459
MICROSOFT CORP COM 563,426 -30,231 (5.09) 13,485,547
ARROW ELECTRS INC COM 544,227 -3,786 (0.69) 8,883,891
FLIR SYS INC COM 527,832 477 .09 15,393,175