MORENO EVELYN V Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 77
New Positions 0
Increased Positions 22
Decreased Positions 48
Positions with Activity 70
Sold Out Positions 3
Total Mkt Value (in $ millions) 277

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

Sector Weighting

Basic Materials 1.72%
Capital Goods 3.5%
Conglomerates
Consumer Cyclical 1.84%
Consumer/Non-Cyclical 6.62%
Energy 6.21%
Financial 29.99%
Healthcare 13.33%
Services 15.78%
Technology 19.55%
Transportation 1.32%
Utilities

77 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR MSCI EAFE ETF 18,201 -79 (0.43) 292,439
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 10,079 -35 (0.34) 251,733
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 7,508 -44 (0.58) 28,167
APPLE INC COM 6,910 -599 (7.97) 60,619
CVS HEALTH CORP COM 6,903 77 1.12 70,255
INTEL CORP COM 6,134 -385 (5.91) 163,355
STRYKER CORP COM 6,090 58 .96 63,675
NORDSTROM INC COM 6,054 78 1.31 77,445
JOHNSON & JOHNSON COM 5,660 -56 (0.97) 53,878
MEDTRONIC INC COM 5,557 -16 (0.28) 75,491
NOVARTIS A G SPONSORED ADR 5,508 -21 (0.39) 58,533
DANAHER CORP DEL COM 5,356 220 4.29 61,750
SCHLUMBERGER LTD COM 5,275 -160 (2.94) 60,545
TARGET CORP COM 5,239 356 7.28 69,798
TJX COS INC NEW COM 5,190 140 2.76 76,245
MERCK & CO INC NEW COM 5,179 -1,891 (26.74) 89,631
EXXON MOBIL CORP COM 5,112 -105 (2.01) 54,840
ILLINOIS TOOL WKS INC COM 5,101 -53 (1.04) 52,572
COGNIZANT TECHNOLOGY SOLUTIONS CL A 4,936 -20 (0.4) 91,670
PROCTER & GAMBLE CO COM 4,827 123 2.60 51,653


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