GENERATION INVESTMENT MANAGEMENT LLP Information

20 AIR STREET, LONDON, , W1B 5AN, (40207) 534-4700

Report Date: 12/31/2014

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 2
Total Mkt Value (in $ millions) 7,227

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 4.62%
Consumer/Non-Cyclical 0.04%
Energy
Financial 9.81%
Healthcare 27.18%
Services 11.39%
Technology 45.37%
Transportation
Utilities

12 DECREASED Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BARD C R INC COM 152,202 -31,832 (17.3) 913,251
BECTON DICKINSON & CO COM 283,392 -78,743 (21.74) 1,978,856
DANAHER CORP DEL COM 211,593 -53,584 (20.21) 2,509,401
EDWARDS LIFESCIENCES CORP COM 594,439 -195,530 (24.75) 4,189,138
INTERNATIONAL BUSINESS MACHS COM -131,132 Sold Out 0
INTUIT COM 311,334 -48,905 (13.58) 3,211,454
JONES LANG LASALLE INC COM 134,010 -146,007 (52.14) 821,441
MSCI INC COM 517,020 -72,157 (12.25) 8,642,922
QUALCOMM INC COM 452,825 -64,720 (12.51) 6,742,981
SYSCO CORP COM -113,033 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR 11,785 -71,159 (85.79) 438,741
SPDR S&P 500 ETF TR TR UNIT 13,332 -7,800 (36.91) 64,950


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