NORTH POINT PORTFOLIO MANAGERS CORP/OH Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 85
New Positions 2
Increased Positions 34
Decreased Positions 13
Positions with Activity 47
Sold Out Positions 2
Total Mkt Value (in $ millions) 555

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

Sector Weighting

Basic Materials 7.27%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.96%
Consumer/Non-Cyclical 6.41%
Energy 8.44%
Financial 13.46%
Healthcare 14.93%
Services 12.04%
Technology 22.04%
Transportation 1.79%
Utilities 0.51%

85 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 25,255 410 1.65 226,076
SKYWORKS SOLUTIONS INC COM 23,834 -6,613 (21.72) 227,666
DANAHER CORP DEL COM 20,820 124 .60 240,388
AMPHENOL CORP NEW CL A 19,089 158 .83 329,522
ANSYS INC COM 18,933 72 .38 210,296
FISERV INC COM 18,449 104 .57 228,986
ESTERLINE TECHNOLOGIES CORP COM 17,621 96 .55 156,519
GILDAN ACTIVEWEAR INC COM 17,473 111 .64 547,912
SCHEIN HENRY INC COM 16,966 455 2.76 119,440
ACCENTURE PLC IRELAND SHS CLASS A 16,127 -153 (0.94) 167,306
VALSPAR CORP COM 15,928 133 .84 184,871
ACTAVIS PLC SHS 15,399 3,422 28.57 51,099
TOWERS WATSON & CO CL A 14,784 157 1.08 107,914
GENTEX CORP COM 14,774 721 5.13 849,061
WELLS FARGO & CO NEW COM 14,325 91 .64 255,809
EXXON MOBIL CORP COM 13,836 100 .73 159,921
ABBOTT LABS COM 13,781 3,833 38.53 281,071
PEPSICO INC COM 13,499 48 .36 140,232
HOME DEPOT INC COM 13,421 27 .21 119,658
BB&T CORP COM 13,089 1,595 13.88 332,115