ATHERTON LANE ADVISERS, LLC Information

3000 SAND HILL ROAD, MENLO PARK, California, 94025, (650) 233-1200

Report Date: 12/31/2014

Position Statistics

Total Positions 276
New Positions 7
Increased Positions 111
Decreased Positions 134
Positions with Activity 245
Sold Out Positions 14
Total Mkt Value (in $ millions) 1,849

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

Sector Weighting

Basic Materials 4.15%
Capital Goods 7.49%
Conglomerates 0.01%
Consumer Cyclical 4.52%
Consumer/Non-Cyclical 1.48%
Energy 6.61%
Financial 28.77%
Healthcare 11.7%
Services 12.67%
Technology 16.39%
Transportation 2.8%
Utilities 0.11%

276 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOLUB CAP BDC INC COM 71,127 397 .56 4,011,684
KKR & CO L P DEL COM UNITS 64,053 781 1.23 2,771,670
MYLAN N V SHS EURO 37,070 503 1.38 530,976
BOEING CO COM 36,914 -275 (0.74) 246,753
WELLS FARGO & CO NEW COM 36,306 -745 (2.01) 671,719
HOME DEPOT INC COM 34,998 -324 (0.92) 312,201
BRISTOL MYERS SQUIBB CO COM 33,960 -742 (2.14) 519,667
FIRST REP BK SAN FRANCISCO CAL COM 33,288 -286 (0.85) 565,265
AMGEN INC COM 32,753 32 .10 200,226
MORGAN STANLEY COM NEW 32,262 460 1.45 877,881
INTEL CORP COM 32,146 279 .88 990,025
ISHARES MSCI HONG KG ETF 31,747 -460 (1.43) 1,360,763
NIKE INC CL B 31,389 570 1.85 318,504
BLACKROCK INC COM 30,527 699 2.34 83,545
BANK AMER CORP COM 29,499 -284 (0.96) 1,895,792
GENERAL ELECTRIC CO COM 28,967 314 1.10 1,063,016
HONEYWELL INTL INC COM 28,942 -426 (1.45) 284,579
COSTCO WHSL CORP NEW COM 28,861 -38 (0.13) 199,630
STANLEY BLACK & DECKER INC COM 27,792 194 .71 288,744
BAKER HUGHES INC COM 27,250 645 2.42 406,837


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