MURPHY POHLAD ASSET MANAGEMENT LLC Information

6385 OLD SHADY OAK ROAD, SUITE 200, EDEN PRAIRIE, Minnesota, 55344, (952) 948-2300

Report Date: 03/31/2014

Position Statistics

Total Positions 93
New Positions 5
Increased Positions 31
Decreased Positions 26
Positions with Activity 57
Sold Out Positions 2
Total Mkt Value (in $ millions) 133

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

Sector Weighting

Basic Materials 8.96%
Capital Goods 4.01%
Conglomerates
Consumer Cyclical 1.84%
Consumer/Non-Cyclical 11.44%
Energy 13.66%
Financial 18.44%
Healthcare 14.43%
Services 9.35%
Technology 12.9%
Transportation 3.21%
Utilities 0.8%

93 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDTRONIC INC COM 4,386 -75 (1.68) 68,969
INTEL CORP COM 4,292 31 .73 138,941
MICROSOFT CORP COM 4,162 17 .40 99,879
BANK NEW YORK MELLON CORP COM 4,150 113 2.81 110,291
ROYAL DUTCH SHELL PLC SPONS ADR A 3,958 -1,035 (20.72) 48,102
COMPASS MINERALS INTL INC COM 3,859 18 .48 40,160
3M CO COM 3,509 -150 (4.09) 24,252
BAXTER INTL INC COM 3,506 New 46,239
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,482 204 6.23 27,045
VERIZON COMMUNICATIONS INC COM 3,383 2,678 379.80 69,187
EMERSON ELEC CO COM 3,314 -34 (1.01) 48,956
PFIZER INC COM 3,240 -63 (1.92) 107,832
PROCTER & GAMBLE CO COM 2,886 New 35,340
WEYERHAEUSER CO COM 2,869 New 86,687
COLGATE PALMOLIVE CO COM 2,708 New 38,881
GENERAL MLS INC COM 2,610 95 3.80 49,008
PHILLIPS 66 COM 2,565 New 32,144
UNITED PARCEL SERVICE INC CL B 2,512 -46 (1.79) 24,397
GENERAL ELECTRIC CO COM 2,503 101 4.19 95,104
EXXON MOBIL CORP COM 2,502 67 2.76 24,165