FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX Information

12222 MERIT DRIVE, DALLAS, Texas, 75251-2234, (972) 934-9070

Report Date: 03/31/2014

Position Statistics

Total Positions 170
New Positions 5
Increased Positions 79
Decreased Positions 59
Positions with Activity 138
Sold Out Positions 4
Total Mkt Value (in $ millions) 351

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

Sector Weighting

Basic Materials 1.19%
Capital Goods 3.57%
Conglomerates
Consumer Cyclical 0.78%
Consumer/Non-Cyclical 3.36%
Energy 23.66%
Financial 18.8%
Healthcare 7.87%
Services 16.41%
Technology 3.06%
Transportation 2.92%
Utilities 18.13%

5 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KIMBERLY CLARK CORP COM 2,366 2,366 New 21,015
UNDER ARMOUR INC CL A 453 453 New 7,720
AMERICAN EXPRESS CO COM 392 392 New 4,150
CANADIAN PAC RY LTD COM 274 274 New 1,500
ISHARES MSCI JAPAN ETF 134 134 New 11,210


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