MURPHY POHLAD ASSET MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 95
New Positions 5
Increased Positions 27
Decreased Positions 29
Positions with Activity 56
Sold Out Positions 1
Total Mkt Value (in $ millions) 136

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

Sector Weighting

Basic Materials 8.47%
Capital Goods 4.09%
Conglomerates
Consumer Cyclical 1.61%
Consumer/Non-Cyclical 11.91%
Energy 10.44%
Financial 20.72%
Healthcare 11.48%
Services 12.53%
Technology 13.33%
Transportation 2.86%
Utilities 0.46%

95 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 4,511 -39 (0.85) 131,951
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,339 -29 (0.66) 29,390
MICROSOFT CORP COM 4,098 -53 (1.28) 96,069
BANK NEW YORK MELLON CORP COM 3,972 New 108,101
VERIZON COMMUNICATIONS INC COM 3,917 339 9.46 84,502
COMPASS MINERALS INTL INC COM 3,839 166 4.52 43,025
BAXTER INTL INC COM 3,745 390 11.64 52,996
3M CO COM 3,639 -280 (7.14) 22,237
PFIZER INC COM 3,419 -34 (0.99) 104,887
PROCTER & GAMBLE CO COM 3,160 New 36,540
WEYERHAEUSER CO COM 3,106 7 .24 86,490
MEDTRONIC PLC SHS 2,846 -1,649 (36.69) 37,819
EMERSON ELEC CO COM 2,824 18 .65 49,276
GENERAL MLS INC COM 2,637 -65 (2.39) 47,851
COLGATE PALMOLIVE CO COM 2,503 New 38,125
EXXON MOBIL CORP COM 2,502 200 8.67 27,514
APPLE INC COM 2,488 New 22,794
TIME WARNER INC COM NEW 2,357 -10 (0.41) 29,225
TARGET CORP COM 2,353 1,239 111.22 31,478
ABBOTT LABS COM 2,331 New 53,371


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