ARTISAN PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 401
New Positions 48
Increased Positions 119
Decreased Positions 281
Positions with Activity 400
Sold Out Positions 29
Total Mkt Value (in $ millions) 57,230

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

Sector Weighting

Basic Materials 2.67%
Capital Goods 6.06%
Conglomerates 0.36%
Consumer Cyclical 3.72%
Consumer/Non-Cyclical 1.82%
Energy 6.63%
Financial 16.31%
Healthcare 8.99%
Services 17.05%
Technology 31.56%
Transportation 0.42%
Utilities 1.11%

401 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CISCO SYS INC COM 541,613 -17,616 (3.15) 18,403,417
AON PLC SHS CL A 523,273 -147,166 (21.95) 5,112,081
MICROSOFT CORP COM 519,474 -40,766 (7.28) 10,954,749
PROGRESSIVE CORP OHIO COM 513,283 -32,846 (6.01) 18,767,218
COGNIZANT TECHNOLOGY SOLUTIONS CL A 481,239 34,837 7.80 7,407,103
FLEXTRONICS INTL LTD ORD 476,952 -22,870 (4.58) 38,903,096
MARSH & MCLENNAN COS INC COM 474,660 -15,929 (3.25) 8,031,469
DELPHI AUTOMOTIVE PLC SHS 471,643 471,643 New 5,403,171
FLIR SYS INC COM 466,713 -18,254 (3.76) 14,750,740
QUALCOMM INC COM 461,789 57,610 14.25 6,588,508
CHIPOTLE MEXICAN GRILL INC COM 442,441 -8,494 (1.88) 698,561
ALLEGHANY CORP DEL COM 441,301 -44,582 (9.18) 899,642
MCGRAW HILL FINL INC COM 440,838 208,220 89.51 4,124,990
AVNET INC COM 431,311 -43,240 (9.11) 9,471,045
JOHNSON & JOHNSON COM 415,674 -52,070 (11.13) 4,058,522
ARROW ELECTRS INC COM 415,145 -59,350 (12.51) 6,655,090
FORTUNE BRANDS HOME & SEC INC COM 408,488 -11,617 (2.77) 8,858,992
CHUBB CORP COM 401,459 -14,571 (3.5) 4,049,820
ANALOG DEVICES INC COM 396,433 -92,461 (18.91) 6,053,336
INCYTE CORP COM 391,186 -23,276 (5.62) 3,608,395