MOODY LYNN & LIEBERSON, INC. Information

ONE BOSTON PLACE, BOSTON, Massachusetts, 02108, (617) 973-0590

Report Date: 12/31/2013

Position Statistics

Total Positions 211
New Positions 33
Increased Positions 99
Decreased Positions 97
Positions with Activity 196
Sold Out Positions 16
Total Mkt Value (in $ millions) 728

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

Sector Weighting

Basic Materials 4.13%
Capital Goods 4.31%
Conglomerates
Consumer Cyclical 6.36%
Consumer/Non-Cyclical 6.68%
Energy 11.47%
Financial 24.28%
Healthcare 11.42%
Services 15.97%
Technology 11.89%
Transportation 2.08%
Utilities 1.2%

211 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 18,853 18,624 8,137.16 35,914
MASTERCARD INC CL A 17,619 1,340 8.23 237,680
JOHNSON & JOHNSON COM 16,021 -288 (1.77) 161,892
3M CO COM 15,817 1,494 10.43 114,843
PRICELINE GRP INC COM NEW 15,066 -474 (3.05) 12,468
BERKSHIRE HATHAWAY INC DEL CL B NEW 14,177 305 2.20 111,468
NIKE INC CL B 12,922 12,922 New 174,557
QUALCOMM INC COM 12,747 6,386 100.41 156,746
ISHARES MSCI GERMANY ETF 12,677 4,071 47.31 408,684
PIONEER NAT RES CO COM 12,623 9,712 333.69 62,087
GENUINE PARTS CO COM 12,382 -263 (2.08) 141,797
TWENTY FIRST CENTY FOX INC CL B 11,966 -158 (1.3) 377,592
ROCHE HLDG LTD SPONSORED ADR 11,584 9 .07 319,812
CELGENE CORP COM 11,121 -1,138 (9.28) 78,588
AMERICAN INTL GROUP INC COM NEW 10,853 -32 (0.3) 213,566
ILLINOIS TOOL WKS INC COM 10,499 3,706 54.55 124,677
UNION PAC CORP COM 10,366 357 3.57 54,678
ECOLAB INC COM 10,321 -1,161 (10.12) 95,750
WALGREEN CO COM 9,999 79 .79 149,801
CHEVRON CORP NEW COM 9,624 -6,332 (39.69) 77,815