EMPLOYEES RETIREMENT SYSTEM OF TEXAS Information

P.O. BOX 13207, AUSTIN, Texas, 78711-3207, (512) 867-7711

Report Date: 03/31/2013

Position Statistics:

Total Positions 1,135
New Positions 45
Increased Positions 163
Decreased Positions 565
Positions with Activity 728
Sold Out Positions 39
Total Mkt Value
(in $ millions)
7,471

Sector Weighting

Basic Materials 5.03%
Capital Goods 3.83%
Conglomerates 0.09%
Consumer Cyclical 3.14%
Consumer/Non-Cyclical 7.58%
Energy 9.8%
Financial 16.44%
Healthcare 10.47%
Services 22.01%
Technology 16.39%
Transportation 2.54%
Utilities 2.64%

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

1,135 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEXAS INSTRS INC COM 23,860 4,115 20.84 648,900
PNC FINL SVCS GROUP INC COM 23,491 2,009 9.35 328,500
CELGENE CORP COM 23,371 7,132 43.92 187,100
WELLPOINT INC COM 23,273 -444 (1.87) 299,100
LOWES COS INC COM 23,242 -2,104 (8.3) 544,700
ROYAL BK CDA MONTREAL QUE COM 23,149 -665 (2.79) 383,000
MARATHON OIL CORP COM 23,082 -253 (1.08) 638,500
TARGET CORP COM 23,052 -497 (2.11) 324,400
CAPITAL ONE FINL CORP COM 22,854 -365 (1.57) 375,700
FORD MTR CO DEL COM PAR $0.01 22,839 -1,297 (5.37) 1,514,500
BRISTOL MYERS SQUIBB CO COM 22,819 -3,464 (13.18) 527,000
TJX COS INC NEW COM 22,587 -923 (3.93) 440,040
E M C CORP MASS COM 22,519 -1,520 (6.32) 929,000
CAMPBELL SOUP CO COM 22,019 347 1.60 462,288
MEDTRONIC INC COM 21,855 -100 (0.45) 438,500
BIOGEN IDEC INC COM 21,437 -7,373 (25.59) 94,500
EMERSON ELEC CO COM 21,435 3,977 22.78 361,100
HONEYWELL INTL INC COM 21,375 -646 (2.93) 264,700
STARBUCKS CORP COM 21,156 -2,386 (10.13) 329,900
STANLEY BLACK & DECKER INC COM 21,077 -1,295 (5.79) 260,400

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