COHO PARTNERS, LTD. Information

801 CASSATT ROAD, BERWYN, Pennsylvania, 19312, (484) 318-7575

Report Date: 12/31/2013

Position Statistics

Total Positions 54
New Positions 1
Increased Positions 18
Decreased Positions 21
Positions with Activity 39
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,194

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

Sector Weighting

Basic Materials 4.21%
Capital Goods 3.55%
Conglomerates
Consumer Cyclical 4.64%
Consumer/Non-Cyclical 13.52%
Energy 14.17%
Financial 14.2%
Healthcare 17.28%
Services 20.09%
Technology 8.27%
Transportation
Utilities 0.07%

54 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CVS CAREMARK CORPORATION COM 60,443 -1,138 (1.85) 819,672
UNITEDHEALTH GROUP INC COM 56,668 120 .21 747,791
OMNICOM GROUP INC COM 56,071 -521 (0.92) 787,959
ILLINOIS TOOL WKS INC COM 55,087 -11,238 (16.94) 654,159
ROYAL DUTCH SHELL PLC SPONS ADR A 54,946 270 .49 725,844
ABBOTT LABS COM 54,259 485 .90 1,393,769
INTERNATIONAL BUSINESS MACHS COM 53,107 649 1.24 279,497
AMGEN INC COM 50,981 337 .67 441,547
JOHNSON & JOHNSON COM 50,518 -257 (0.51) 510,490
SYSCO CORP COM 49,874 1,011 2.07 1,384,247
BECTON DICKINSON & CO COM 48,438 -579 (1.18) 428,045
CONOCOPHILLIPS COM 45,638 -200 (0.44) 610,373
MICROCHIP TECHNOLOGY INC COM 44,845 -175 (0.39) 947,505
LORILLARD INC COM 44,469 102 .23 815,638
PROCTER & GAMBLE CO COM 43,899 -239 (0.54) 536,922
MARSH & MCLENNAN COS INC COM 43,719 -487 (1.1) 905,722
PHILIP MORRIS INTL INC COM 42,619 7,382 20.95 512,556
3M CO COM 41,703 -8,813 (17.45) 302,791
STATE STR CORP COM 40,255 12,245 43.72 614,301
AUTOMATIC DATA PROCESSING INC COM 38,105 -192 (0.5) 499,349