RELIANT INVESTMENT MANAGEMENT, LLC Information

1715 AARON BRENNER DRIVE, MEMPHIS, Tennessee, 38120, (901) 843-0600

Report Date: 06/30/2014

Position Statistics

Total Positions 71
New Positions 6
Increased Positions 11
Decreased Positions 52
Positions with Activity 63
Sold Out Positions 6
Total Mkt Value (in $ millions) 111

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

Sector Weighting

Basic Materials 3.23%
Capital Goods 4.57%
Conglomerates
Consumer Cyclical 7.24%
Consumer/Non-Cyclical 10.82%
Energy 12.13%
Financial 16.49%
Healthcare 13.64%
Services 10.48%
Technology 13.78%
Transportation 6.79%
Utilities 0.64%

71 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHIRE PLC SPONSORED ADR 4,531 -153 (3.27) 18,506
ANADARKO PETE CORP COM 3,528 -179 (4.82) 31,765
HUNT J B TRANS SVCS INC COM 3,467 -82 (2.32) 45,820
MAGNA INTL INC COM 3,369 -277 (7.6) 29,720
APPLE INC COM 3,298 43 1.32 32,256
PEPSICO INC COM 3,268 -44 (1.33) 35,299
PRAXAIR INC COM 3,231 -99 (2.96) 24,581
E M C CORP MASS COM 3,148 -213 (6.34) 107,050
CAMERON INTERNATIONAL CORP COM 3,061 -156 (4.85) 41,165
MARRIOTT INTL INC NEW CL A 3,059 -64 (2.05) 44,340
NOVARTIS A G SPONSORED ADR 3,049 -77 (2.45) 33,985
US BANCORP DEL COM NEW 2,912 -238 (7.54) 69,245
PNC FINL SVCS GROUP INC COM 2,852 202 7.63 33,730
HOME DEPOT INC COM 2,795 -127 (4.34) 30,215
BANK NEW YORK MELLON CORP COM 2,772 -60 (2.12) 71,085
STARBUCKS CORP COM 2,661 -102 (3.69) 34,205
FEDEX CORP COM 2,658 -90 (3.28) 17,975
CONOCOPHILLIPS COM 2,597 -22 (0.83) 32,196
THERMO FISHER SCIENTIFIC INC COM 2,584 -129 (4.76) 21,520
ROBERT HALF INTL INC COM 2,581 -50 (1.89) 51,990