MORENO EVELYN V Information

C/O NIXON PEABODY, BOSTON, Massachusetts, 02110,

Report Date: 06/30/2015

Position Statistics

Total Positions 78
New Positions 0
Increased Positions 15
Decreased Positions 56
Positions with Activity 71
Sold Out Positions 5
Total Mkt Value (in $ millions) 252

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

Sector Weighting

Basic Materials 1.62%
Capital Goods 2.75%
Conglomerates
Consumer Cyclical 1.72%
Consumer/Non-Cyclical 6.67%
Energy 5.21%
Financial 31.16%
Healthcare 14.07%
Services 14.24%
Technology 20.2%
Transportation 1.35%
Utilities

78 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR MSCI EAFE ETF 18,317 248 1.37 286,698
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 9,310 -29 (0.31) 242,510
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 7,160 -189 (2.58) 26,665
APPLE INC COM 7,046 -166 (2.3) 56,592
CVS HEALTH CORP COM 6,949 -704 (9.19) 62,892
STRYKER CORP COM 6,102 -203 (3.23) 60,429
NORDSTROM INC COM 5,612 -191 (3.29) 72,690
COGNIZANT TECHNOLOGY SOLUTIONS CL A 5,561 -172 (3) 90,272
NOVARTIS A G SPONSORED ADR 5,405 -161 (2.89) 53,090
TARGET CORP COM 5,305 -120 (2.22) 66,143
MEDTRONIC PLC SHS 5,283 -212 (3.85) 69,508
JOHNSON & JOHNSON COM 5,219 -56 (1.07) 52,635
DANAHER CORP DEL COM 5,153 -115 (2.18) 58,700
TJX COS INC NEW COM 5,046 18 .36 74,819
LABORATORY CORP AMER HLDGS COM NEW 4,825 -164 (3.29) 39,492
SCHLUMBERGER LTD COM 4,791 -29 (0.61) 57,797
WELLS FARGO & CO NEW COM 4,750 -33 (0.68) 82,215
JPMORGAN CHASE & CO COM 4,655 182 4.07 67,547
SPDR S&P 500 ETF TR TR UNIT 4,440 New 21,347
HOME DEPOT INC COM 4,347 -147 (3.28) 38,265


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