MARATHON ASSET MANAGEMENT LLP Information

ORION HOUSE, LONDON, , WC2H 9EA, (44207) 497-2399

Report Date: 03/31/2015

Position Statistics

Total Positions 76
New Positions 4
Increased Positions 21
Decreased Positions 55
Positions with Activity 76
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,143

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

Sector Weighting

Basic Materials 4.59%
Capital Goods 4.9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.58%
Energy 4.24%
Financial 25.2%
Healthcare 10.35%
Services 17.3%
Technology 21.15%
Transportation 1.41%
Utilities

4 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAUDER ESTEE COS INC CL A 47,865 47,865 New 550,805
XILINX INC COM 23,972 23,972 New 550,501
GENPACT LIMITED SHS 14,633 14,633 New 659,130
KEYSIGHT TECHNOLOGIES INC COM 11,404 11,404 New 335,402