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PERKINS INVESTMENT MANAGEMENT, LLC Information

311 S. WACKER DRIVE, CHICAGO, Illinois, 60606, (312) 922-0355

Report Date: 03/31/2013

Position Statistics:

Total Positions 298
New Positions 17
Increased Positions 114
Decreased Positions 170
Positions with Activity 284
Sold Out Positions 32
Total Mkt Value
(in $ millions)		 16,033

Sector Weighting

Basic Materials 5.02%
Capital Goods 7.3%
Conglomerates 0.85%
Consumer Cyclical 4.25%
Consumer/Non-Cyclical 2.12%
Energy 10.04%
Financial 24.7%
Healthcare 10.62%
Services 16.48%
Technology 11.73%
Transportation 3.72%
Utilities 3.19%

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

17 New Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MARSH & MCLENNAN COS INC COM 149,468 149,468 New 3,694,209
TORCHMARK CORP COM 136,938 136,938 New 2,098,025
INTERCONTINENTALEXCHANGE INC COM 83,056 83,056 New 453,686
V F CORP COM 80,779 80,779 New 424,082
CANADIAN PAC RY LTD COM 66,535 66,535 New 534,202
NORDSTROM INC COM 63,040 63,040 New 1,057,010
COMERICA INC COM 47,369 47,369 New 1,254,475
BANCORPSOUTH INC COM 22,025 22,025 New 1,317,300
INTREPID POTASH INC COM 15,812 15,812 New 838,400
NEWFIELD EXPL CO COM 12,530 12,530 New 523,400
AERCAP HOLDINGS NV SHS 11,020 11,020 New 652,100
MELLANOX TECHNOLOGIES LTD SHS 8,454 8,454 New 170,000
JOS A BANK CLOTHIERS INC COM 7,890 7,890 New 199,600
OCEANFIRST FINL CORP COM 6,336 6,336 New 433,073
GUIDANCE SOFTWARE INC COM 490 490 New 54,400
HEALTHCARE TR AMER INC CL A 199 199 New 17,000
BIOMED REALTY TRUST INC COM 194 194 New 9,500