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) 57,072

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

Sector Weighting

Basic Materials 1.4%
Capital Goods 5.59%
Conglomerates 0.11%
Consumer Cyclical 4.74%
Consumer/Non-Cyclical 1.81%
Energy 10.07%
Financial 16.69%
Healthcare 8.79%
Services 14.39%
Technology 33.33%
Transportation 1.05%
Utilities 1.23%

386 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLIR SYS INC COM 512,285 463 .09 15,393,175
LAM RESEARCH CORP COM 493,154 -576 (0.12) 7,045,061
PROGRESSIVE CORP OHIO COM 489,574 -8,760 (1.76) 20,886,250
CHIPOTLE MEXICAN GRILL INC COM 479,608 110,632 29.98 713,172
CISCO SYS INC COM 467,980 49,945 11.95 18,548,573
JOHNSON & JOHNSON COM 464,629 17,059 3.81 4,642,108
APPLE INC COM 455,332 -67,568 (12.92) 4,762,884
AVNET INC COM 454,525 -19,340 (4.08) 10,737,660
ALLEGHANY CORP DEL COM 453,907 13,637 3.10 1,096,792
ALLSTATE CORP COM 432,814 -21,181 (4.67) 7,404,857
MEDTRONIC INC COM 423,888 16,846 4.14 6,865,702
FLEXTRONICS INTL LTD ORD 414,400 113,735 37.83 39,884,476
INTERCONTINENTAL EXCHANGE INC COM 413,982 -61,745 (12.98) 2,153,687
LKQ CORP COM 401,878 125,218 45.26 15,365,243
AMERICAN EXPRESS CO COM 399,241 14,490 3.77 4,536,826
MARSH & MCLENNAN COS INC COM 398,547 7,898 2.02 7,850,049
CERNER CORP COM 398,340 -135,064 (25.32) 7,216,297
ANALOG DEVICES INC COM 382,683 -397 (0.1) 7,710,712
AMETEK INC NEW COM 382,278 103,650 37.20 7,851,266
ACCENTURE PLC IRELAND SHS CLASS A 378,399 8,140 2.20 4,772,947