HERMES INVESTMENT MANAGEMENT LTD Information

LLOYDS CHAMBERS, LONDON UK, , E1 8HZ, (4207) 680-2177

Report Date: 09/30/2014

Position Statistics

Total Positions 250
New Positions 3
Increased Positions 108
Decreased Positions 44
Positions with Activity 152
Sold Out Positions 16
Total Mkt Value (in $ millions) 4,118

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

Sector Weighting

Basic Materials 4.81%
Capital Goods 8.39%
Conglomerates
Consumer Cyclical 6.17%
Consumer/Non-Cyclical 4.79%
Energy 6%
Financial 19.28%
Healthcare 11.36%
Services 14.36%
Technology 18.35%
Transportation 4.17%
Utilities 1.85%

250 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MILLER HERMAN INC COM 29,509 471 1.62 937,095
PATTERSON COMPANIES INC COM 29,274 260 .90 614,216
OMNICARE INC COM 29,018 619 2.18 418,850
COGNEX CORP COM 28,834 425 1.50 700,698
CLEAN HARBORS INC COM 28,486 -3,546 (11.07) 577,812
EQUIFAX INC COM 28,395 618 2.22 356,681
BROWN & BROWN INC COM 28,052 1,219 4.54 869,019
WHITE MTNS INS GROUP LTD COM 27,574 390 1.44 43,017
ABBOTT LABS COM 27,481 7,045 34.47 620,058
MEDNAX INC COM 26,582 578 2.22 411,938
ELLIE MAE INC COM 26,367 574 2.22 625,702
ST JOE CO COM 26,272 461 1.79 1,394,459
BIO RAD LABS INC CL A 26,134 458 1.78 218,381
VISA INC COM CL A 25,689 -2,015 (7.27) 100,892
SUPERIOR ENERGY SVCS INC COM 25,596 557 2.23 1,019,770
CONSTELLATION BRANDS INC CL A 25,520 5,204 25.62 270,826
MASIMO CORP COM 25,169 430 1.74 956,251
AIRGAS INC COM 24,898 542 2.22 212,639
ANSYS INC COM 24,740 539 2.23 302,150
BRUNSWICK CORP COM 24,723 538 2.22 506,412


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