COHEN KLINGENSTEIN, LLC Information

355 WEST 52ND STREET, NEW YORK, New York, 10019, (212) 757-0235

Report Date: 03/31/2013

Position Statistics:

Total Positions 150
New Positions 50
Increased Positions 83
Decreased Positions 33
Positions with Activity 116
Sold Out Positions 1
Total Mkt Value
(in $ millions)
446

Sector Weighting

Basic Materials 2.38%
Capital Goods 1.58%
Conglomerates
Consumer Cyclical 0.31%
Consumer/Non-Cyclical 6.64%
Energy 6.14%
Financial 44.44%
Healthcare 8.3%
Services 17.42%
Technology 10.75%
Transportation 1.55%
Utilities 0.5%

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

150 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NORDSTROM INC COM 1,201 New 19,790
VIASAT INC COM 1,157 New 16,210
INGREDION INC COM 1,143 New 15,780
ISHARES TR MSCI EMERG MKT 1,064 1,064 New 24,500
AMERIPRISE FINL INC COM 1,063 153 16.84 13,007
FEI CO COM 1,060 -12 (1.13) 14,469
COACH INC COM 1,052 -21 (1.93) 17,755
HONEYWELL INTL INC COM 1,044 1,044 New 12,925
WISDOMTREE TRUST INDIA ERNGS FD 1,025 1,025 New 53,600
ALTRIA GROUP INC COM 996 New 26,605
CELGENE CORP COM 996 -54 (5.18) 7,970
DIRECTV COM 994 New 15,243
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 988 988 New 16,000
AMERICAN INTL GROUP INC COM NEW 985 606 159.75 21,788
VERIZON COMMUNICATIONS INC COM 982 982 New 18,400
INTEL CORP COM 978 978 New 40,700
UNITED PARCEL SERVICE INC CL B 969 95 10.85 10,930
INFORMATICA CORP COM 944 New 26,535
URBAN OUTFITTERS INC COM 931 -11 (1.13) 20,901
RAYTHEON CO COM NEW 903 903 New 13,500

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