ORIGIN ASSET MANAGEMENT LLP Information

ONE CAREY LANE, LONDON, , EC2V 8AE, (440207) 812-8500

Report Date: 03/31/2015

Position Statistics

Total Positions 125
New Positions 15
Increased Positions 32
Decreased Positions 70
Positions with Activity 102
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,409

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

Sector Weighting

Basic Materials 1.29%
Capital Goods 6.91%
Conglomerates 0.03%
Consumer Cyclical 6.41%
Consumer/Non-Cyclical 1.45%
Energy 2.54%
Financial 22.77%
Healthcare 15.73%
Services 13.72%
Technology 28.41%
Transportation 0.74%
Utilities

125 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETEASE INC SPONSORED ADR 50,218 5,072 11.23 346,497
APPLE INC COM 49,940 -2,575 (4.9) 394,968
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 49,567 5,798 13.25 2,141,142
CIGNA CORPORATION COM 48,800 3,426 7.55 302,563
AETNA INC NEW COM 39,547 -223 (0.56) 315,088
BIOGEN INC COM 35,326 3,790 12.02 87,381
COGNIZANT TECHNOLOGY SOLUTIONS CL A 32,615 11,714 56.05 538,826
BROADCOM CORP CL A 29,774 -125 (0.42) 569,516
GILEAD SCIENCES INC COM 28,966 -6,433 (18.17) 251,793
JAZZ PHARMACEUTICALS PLC SHS USD 28,420 -88 (0.31) 160,229
CELGENE CORP COM 27,546 -1,363 (4.71) 230,475
JONES LANG LASALLE INC COM 27,124 1,560 6.10 156,540
BLACKROCK INC COM 25,638 35 .14 74,228
LEAR CORP COM NEW 25,348 -247 (0.96) 223,629
MOODYS CORP COM 25,193 -123 (0.49) 231,745
GOLDMAN SACHS GROUP INC COM 24,965 354 1.44 119,336
CVS HEALTH CORP COM 24,683 -1,063 (4.13) 233,852
WELLS FARGO & CO NEW COM 24,356 -247 (1.01) 429,254
AVAGO TECHNOLOGIES LTD SHS 24,139 -97 (0.4) 175,378
AON PLC SHS CL A 22,723 -68 (0.3) 228,348