ARTISAN PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 410
New Positions 37
Increased Positions 155
Decreased Positions 251
Positions with Activity 406
Sold Out Positions 32
Total Mkt Value (in $ millions) 50,767

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

Sector Weighting

Basic Materials 2.5%
Capital Goods 5.15%
Conglomerates 0.54%
Consumer Cyclical 4.23%
Consumer/Non-Cyclical 1.68%
Energy 5.67%
Financial 17.58%
Healthcare 10.65%
Services 17.63%
Technology 29.58%
Transportation 0.23%
Utilities 1.18%

251 DECREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARCH CAP GROUP LTD ORD 1,466,807 -13,917 (0.94) 21,482,238
CIGNA CORPORATION COM 646,425 -230,863 (26.32) 4,591,414
TE CONNECTIVITY LTD REG SHS 628,483 -177,890 (22.06) 10,600,146
BANK NEW YORK MELLON CORP COM 587,749 -15,136 (2.51) 14,767,567
APPLIED MATLS INC COM 572,372 -598,797 (51.13) 35,584,183
AMETEK INC NEW COM 558,343 -21,537 (3.71) 10,374,270
PROGRESSIVE CORP OHIO COM 536,771 -25,495 (4.53) 17,916,247
CISCO SYS INC COM 474,858 -1,423 (0.3) 18,348,451
MICROSOFT CORP COM 468,864 -7,887 (1.65) 10,773,529
AON PLC SHS CL A 431,063 -46,610 (9.76) 4,613,259
FORTUNE BRANDS HOME & SEC INC COM 408,161 -15,742 (3.71) 8,530,016
MARSH & MCLENNAN COS INC COM 404,426 -27,105 (6.28) 7,527,005
ALLEGHANY CORP DEL COM 394,527 -28,116 (6.65) 839,795
FLIR SYS INC COM 389,750 -32,564 (7.71) 13,613,344
WORKDAY INC CL A 387,131 -156,360 (28.77) 5,509,981
JOHNSON & JOHNSON COM 375,255 -6,165 (1.62) 3,992,927
ATHENAHEALTH INC COM 345,996 -50,516 (12.74) 2,602,058
MASTERCARD INC CL A 334,955 -4,477 (1.32) 3,626,230
ARROW ELECTRS INC COM 332,396 -39,756 (10.68) 5,944,142
AMERICAN EXPRESS CO COM 322,467 -2,871 (0.88) 4,203,164