J.SAFRA ASSET MANAGEMENT (EUROPE) LTD Information

47 BERKELEY SQUARE, LONDON, , W1J 5AU, (44207) 514-1016

Report Date: 09/30/2012

Position Statistics:

Total Positions 78
New Positions 22
Increased Positions 33
Decreased Positions 43
Positions with Activity 76
Sold Out Positions 30
Total Mkt Value
(in $ millions)
24

Sector Weighting

Basic Materials 4.22%
Capital Goods 1.39%
Conglomerates 5.89%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 3.37%
Energy 12.11%
Financial 19.05%
Healthcare 3.95%
Services 21.57%
Technology 26.25%
Transportation 1.8%
Utilities 0%

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

78 Positions as of 09/30/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PLX TECHNOLOGY INC COM 2,767 2,317 514.99 614,990
SELECT SECTOR SPDR TR SBI INT-FINL 2,365 1,577 200 120,000
EATON CORP PLC SHS 2,040 69 3.49 29,892
THE ADT CORPORATION COM 1,760 1,760 New 41,800
TYCO INTERNATIONAL LTD SHS 1,424 1,424 New 41,800
HALLIBURTON CO COM 1,199 881 277.40 27,550
LAS VEGAS SANDS CORP COM 1,156 1,156 New 20,000
HILLSHIRE BRANDS CO COM 816 532 187.49 22,999
E M C CORP MASS COM 719 719 3,039,900 30,400
SABRA HEALTH CARE REIT INC COM 648 648 New 21,774
QUALCOMM INC COM 639 639 New 10,000
NOBLE CORPORATION BAAR NAMEN -AKT 638 372 140 15,600
ASSURANT INC COM 569 -89 (13.54) 11,375
PDL BIOPHARMA INC COM 548 -45 (7.67) 65,595
HOSPITALITY PPTYS TR COM SH BEN INT 446 54 13.70 14,265
HARTFORD FINL SVCS GROUP INC COM 444 28 6.71 14,608
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 436 -191 (30.51) 7,807
WELLPOINT INC COM 409 409 New 5,250
EPL OIL & GAS INC COM 397 397 New 12,959
LYONDELLBASELL INDUSTRIES N V SHS - A - 394 -67 (14.6) 5,991

Create your free portfolio