GLOBAL THEMATIC PARTNERS, LLC Information

681 FIFTH AVENUE, 12TH FLOOR, NEW YORK, New York, 10022, (212) 223-6968

Report Date: 03/31/2014

Position Statistics

Total Positions 76
New Positions 9
Increased Positions 40
Decreased Positions 34
Positions with Activity 74
Sold Out Positions 5
Total Mkt Value (in $ millions) 6,421

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

Sector Weighting

Basic Materials 25.51%
Capital Goods 1.16%
Conglomerates
Consumer Cyclical 4.96%
Consumer/Non-Cyclical 7.34%
Energy 4.87%
Financial 13.23%
Healthcare 6.54%
Services 7.8%
Technology 12.38%
Transportation 5.02%
Utilities 6.84%

9 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CITIGROUP INC COM NEW 150,284 150,284 New 3,040,955
AMAZON COM INC COM 81,811 81,811 New 255,658
CELGENE CORP COM 56,239 56,239 New 641,044
UBS AG SHS NEW 36,586 36,586 New 2,042,761
ALNYLAM PHARMACEUTICALS INC COM 23,588 23,588 New 426,322
ZILLOW INC CL A 17,200 17,200 New 114,767
HARLEY-DAVIDSON INC COM 9,492 9,492 New 150,528
MEAD JOHNSON NUTRITION CO COM 5,145 5,145 New 54,227
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD 89 89 New 10,332