PARTNER INVESTMENT MANAGEMENT, L.P. Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 281-1022

Report Date: 12/31/2013

Position Statistics

Total Positions 87
New Positions 22
Increased Positions 42
Decreased Positions 45
Positions with Activity 87
Sold Out Positions 28
Total Mkt Value (in $ millions) 424

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

Sector Weighting

Basic Materials 3.64%
Capital Goods 1.84%
Conglomerates 0.22%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 8.53%
Financial 2.68%
Healthcare 33.39%
Services 25.25%
Technology 24.06%
Transportation
Utilities

45 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STARWOOD HOTELS&RESORTS WRLDWD COM 24,811 -726 (2.84) 319,810
GILEAD SCIENCES INC COM 22,277 -9,607 (30.13) 318,246
ACTAVIS PLC SHS 20,596 -59,185 (74.18) 104,342
WYNDHAM WORLDWIDE CORP COM 13,496 -8,020 (37.28) 187,778
EATON CORP PLC SHS 12,218 -7,028 (36.52) 165,504
ADOBE SYS INC COM 12,108 -1,455 (10.73) 189,066
CUMMINS INC COM 7,806 -11,368 (59.29) 53,361
TIME WARNER INC COM NEW 7,696 -6,403 (45.41) 118,133
DOLLAR GEN CORP NEW COM 7,386 -10,230 (58.07) 133,245
THERMO FISHER SCIENTIFIC INC COM 5,925 -19,294 (76.51) 49,667
BAIDU INC SPON ADR REP A 5,450 -6,028 (52.52) 34,981
CBS CORP (CLASS B) CL B 4,037 -10,651 (72.52) 66,569
NETFLIX INC COM 3,830 -8 (0.22) 11,079
MEDICINES CO COM 2,553 -475 (15.7) 103,974
PFIZER INC COM 796 -6,619 (89.26) 26,324
BRUKER CORP COM 660 -89 (11.9) 31,222
REGENERON PHARMACEUTICALS COM 458 -4,948 (91.53) 1,542
AGIOS PHARMACEUTICALS INC COM -259 Sold Out 0
APPLE INC COM -5,875 Sold Out 0
CAMERON INTERNATIONAL CORP COM -11,959 Sold Out 0