GRASSI INVESTMENT MANAGEMENT LLC Information

1804 NORTH SHORELINE BLVD., SUITE 140, MOUNTAIN VIEW, California, 94043, (650) 934-0770

Report Date: 03/31/2013

Position Statistics:

Total Positions 165
New Positions 17
Increased Positions 71
Decreased Positions 63
Positions with Activity 134
Sold Out Positions 11
Total Mkt Value
(in $ millions)
377

Sector Weighting

Basic Materials 6.01%
Capital Goods 3.89%
Conglomerates
Consumer Cyclical 3.73%
Consumer/Non-Cyclical 17.92%
Energy 11%
Financial 16.21%
Healthcare 10.31%
Services 16.9%
Technology 5.54%
Transportation 1.16%
Utilities 7.32%

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

165 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AT&T INC COM 4,836 118 2.50 129,162
BRISTOL MYERS SQUIBB CO COM 4,809 35 .73 111,058
ALTRIA GROUP INC COM 4,802 -21 (0.44) 128,269
3M CO COM 4,798 78 1.65 43,070
HOME DEPOT INC COM 4,788 8 .16 62,295
INTL PAPER CO COM 4,618 55 1.22 95,842
JPMORGAN CHASE & CO COM 4,542 309 7.29 86,850
REYNOLDS AMERICAN INC COM 4,533 276 6.48 91,190
DU PONT E I DE NEMOURS & CO COM 4,398 -761 (14.74) 78,685
MERCK & CO INC NEW COM 4,392 276 6.70 95,500
ABBOTT LABS COM 4,344 2,474 132.34 118,725
UNION PAC CORP COM 4,317 -72 (1.64) 26,995
CONAGRA FOODS INC COM 4,106 375 10.06 114,315
EXXON MOBIL CORP COM 3,987 -227 (5.39) 43,450
SEADRILL LIMITED SHS 3,958 229 6.13 98,650
HONEYWELL INTL INC COM 3,948 -24 (0.61) 48,893
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 3,775 322 9.34 56,010
UNITED TECHNOLOGIES CORP COM 3,755 59 1.58 38,577
CONOCOPHILLIPS COM 3,686 -149 (3.9) 58,219
LINN ENERGY LLC UNIT LTD LIAB 3,604 126 3.62 102,590

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