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) 6,448

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

Sector Weighting

Basic Materials 25.55%
Capital Goods 1.14%
Conglomerates
Consumer Cyclical 4.91%
Consumer/Non-Cyclical 7.4%
Energy 4.83%
Financial 12.98%
Healthcare 6.5%
Services 8.13%
Technology 12.28%
Transportation 5.04%
Utilities 7.03%

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 144,080 144,080 New 3,040,955
AMAZON COM INC COM 84,359 84,359 New 255,658
CELGENE CORP COM 56,104 56,104 New 641,044
UBS AG SHS NEW 37,566 37,566 New 2,042,761
ALNYLAM PHARMACEUTICALS INC COM 24,953 24,953 New 426,322
ZILLOW INC CL A 15,306 15,306 New 114,767
HARLEY-DAVIDSON INC COM 10,394 10,394 New 150,528
MEAD JOHNSON NUTRITION CO COM 5,057 5,057 New 54,227
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD 81 81 New 10,332