NORTH POINT PORTFOLIO MANAGERS CORP/OH Information

5910 LANDERBROOK DRIVE, MAYFIELD HTS, Ohio, 44124, (440) 720-1100

Report Date: 12/31/2014

Position Statistics

Total Positions 84
New Positions 6
Increased Positions 25
Decreased Positions 25
Positions with Activity 50
Sold Out Positions 1
Total Mkt Value (in $ millions) 522

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

Sector Weighting

Basic Materials 7.1%
Capital Goods 5.11%
Conglomerates
Consumer Cyclical 6.06%
Consumer/Non-Cyclical 6.15%
Energy 7.86%
Financial 13.35%
Healthcare 15.22%
Services 12.36%
Technology 24.16%
Transportation 1.96%
Utilities 0.54%

84 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKYWORKS SOLUTIONS INC COM 27,059 -271 (0.99) 290,835
GILEAD SCIENCES INC COM 22,480 354 1.60 222,407
DANAHER CORP DEL COM 20,149 -119 (0.59) 238,956
AMPHENOL CORP NEW CL A 18,791 -20 (0.11) 326,802
ANSYS INC COM 18,170 -9 (0.05) 209,497
FISERV INC COM 17,858 267 1.52 227,689
ESTERLINE TECHNOLOGIES CORP COM 17,427 335 1.96 155,667
GILDAN ACTIVEWEAR INC COM 16,395 5 .03 272,214
SCHEIN HENRY INC COM 15,950 5 .03 116,235
ACCENTURE PLC IRELAND SHS CLASS A 15,905 -103 (0.65) 168,893
VALSPAR CORP COM 15,360 -149 (0.96) 183,332
GENTEX CORP COM 14,578 29 .20 807,619
OPEN TEXT CORP COM 13,993 3 .02 260,102
WELLS FARGO & CO NEW COM 13,853 29 .21 254,186
TOWERS WATSON & CO CL A 13,845 -8 (0.06) 106,766
HOME DEPOT INC COM 13,418 -578 (4.13) 119,413
EXXON MOBIL CORP COM 13,387 -38 (0.28) 158,764
PEPSICO INC COM 13,362 -130 (0.97) 139,731
HARTFORD FINL SVCS GROUP INC COM 12,716 61 .48 301,909
ROSS STORES INC COM 12,259 -471 (3.7) 118,139


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