PARNASSUS INVESTMENTS /CA Information

1 MARKET STREET #1600, SAN FRANCISCO, California, 94105, (415) 778-0200

Report Date: 12/31/2013

Position Statistics

Total Positions 120
New Positions 9
Increased Positions 83
Decreased Positions 27
Positions with Activity 110
Sold Out Positions 5
Total Mkt Value (in $ millions) 9,836

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

Sector Weighting

Basic Materials 5.45%
Capital Goods 9.32%
Conglomerates
Consumer Cyclical 0.58%
Consumer/Non-Cyclical 9.49%
Energy 5.94%
Financial 6.28%
Healthcare 11.39%
Services 16.38%
Technology 21.16%
Transportation 7.83%
Utilities 6.17%

120 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLIED MATLS INC COM 402,995 7,064 1.78 21,221,421
C H ROBINSON WORLDWIDE INC COM NEW 350,544 3,037 .87 6,178,081
APPLE INC COM 329,613 1,134 .35 627,906
ALLERGAN INC COM 325,728 325,728 New 2,432,258
MONDELEZ INTL INC CL A 313,742 1,551 .50 9,054,595
MOTOROLA SOLUTIONS INC COM NEW 308,295 1,963 .64 4,881,950
PROCTER & GAMBLE CO COM 285,902 1,051 .37 3,496,840
QUALCOMM INC COM 277,753 6,971 2.57 3,415,551
XYLEM INC COM 274,742 36,188 15.17 7,783,052
PENTAIR LTD SHS 263,395 241 .09 3,311,057
EXPEDITORS INTL WASH INC COM 236,616 8,313 3.64 5,913,930
NATIONAL OILWELL VARCO INC COM 235,589 968 .41 2,860,130
CVS CAREMARK CORPORATION COM 233,403 847 .36 3,165,219
MDU RES GROUP INC COM 232,478 -20,238 (8.01) 6,627,084
IRON MTN INC COM 227,155 5,423 2.45 8,382,111
COMPASS MINERALS INTL INC COM 224,695 15,795 7.56 2,617,602
QUESTAR CORP COM 224,267 2,554 1.15 9,543,274
THOMSON REUTERS CORP COM 211,011 4,309 2.09 6,060,039
PEPSICO INC COM 210,711 -1,254 (0.59) 2,463,014
MASTERCARD INC CL A 204,579 480 .24 2,759,730