MAYO INVESTMENT ADVISERS LLC Information

30 ROWES WHARF SUITE 500, BOSTON, Massachusetts, 02110, (617) 897-5814

Report Date: 12/31/2014

Position Statistics

Total Positions 110
New Positions 3
Increased Positions 19
Decreased Positions 78
Positions with Activity 97
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,298

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

Sector Weighting

Basic Materials 4.82%
Capital Goods 3.02%
Conglomerates
Consumer Cyclical 3.25%
Consumer/Non-Cyclical 1.14%
Energy 8.99%
Financial 17.55%
Healthcare 10.44%
Services 26.18%
Technology 19.05%
Transportation 4.1%
Utilities 0.36%

19 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 49,775 13,785 38.30 89,275
IRON MTN INC NEW COM 48,690 13,496 38.35 1,328,874
BOEING CO COM 38,031 23,667 164.77 255,500
CITIGROUP INC COM NEW 28,844 2,091 7.82 565,564
CAPITAL ONE FINL CORP COM 21,550 9,438 77.92 274,000
MORGAN STANLEY COM NEW 10,265 18 .18 286,500
GOLDCORP INC NEW COM 9,649 461 5.02 523,551
AMERICAN EXPRESS CO COM 8,279 4,327 109.51 106,181
UNITEDHEALTH GROUP INC COM 7,081 3,068 76.47 60,000
VERIZON COMMUNICATIONS INC COM 3,825 170 4.65 78,763
INTERNATIONAL BUSINESS MACHS COM 3,441 233 7.25 21,451
SANOFI SPONSORED ADR 3,184 3,184 New 63,720
HALLIBURTON CO COM 2,790 182 6.97 64,501
TOYOTA MOTOR CORP SP ADR REP2COM 2,734 1,666 156 19,200
AMERICAN AIRLS GROUP INC COM 2,133 1,474 224 40,500
MACYS INC COM 1,273 1,018 400 20,000
JOHNSON & JOHNSON COM 1,003 452 81.82 10,000
AGNICO EAGLE MINES LTD COM 245 245 New 8,500
INGERSOLL-RAND PLC SHS 169 169 New 2,500