RELIANT INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 68
New Positions 7
Increased Positions 11
Decreased Positions 49
Positions with Activity 60
Sold Out Positions 5
Total Mkt Value (in $ millions) 115

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

Sector Weighting

Basic Materials 2.95%
Capital Goods 3.31%
Conglomerates
Consumer Cyclical 8.61%
Consumer/Non-Cyclical 11.51%
Energy 8.89%
Financial 17.07%
Healthcare 11.62%
Services 9.42%
Technology 19.15%
Transportation 6.82%
Utilities 0.65%

68 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 4,305 -226 (4.99) 33,041
HUNT J B TRANS SVCS INC COM 3,978 -342 (7.92) 43,745
MYLAN N V SHS EURO 3,895 -10 (0.27) 51,207
NOVARTIS A G SPONSORED ADR 3,522 -92 (2.55) 33,770
STARBUCKS CORP COM 3,378 -100 (2.88) 65,160
MARRIOTT INTL INC NEW CL A 3,377 -312 (8.45) 41,265
HOME DEPOT INC COM 3,376 -137 (3.9) 29,695
PEPSICO INC COM 3,345 -99 (2.86) 35,144
PNC FINL SVCS GROUP INC COM 3,166 -74 (2.29) 34,795
BANK NEW YORK MELLON CORP COM 3,054 -62 (2) 72,600
PRAXAIR INC COM 3,011 -133 (4.23) 24,586
E M C CORP MASS COM 3,000 -92 (2.98) 113,210
ROBERT HALF INTL INC COM 2,981 -130 (4.18) 52,215
FEDEX CORP COM 2,972 -249 (7.74) 17,485
US BANCORP DEL COM NEW 2,940 -96 (3.17) 68,795
THERMO FISHER SCIENTIFIC INC COM 2,873 111 4.02 22,100
BIOGEN INC COM 2,808 -67 (2.35) 6,989
MAGNA INTL INC COM 2,775 -3 (0.11) 53,000
NXP SEMICONDUCTORS N V COM 2,755 -19 (0.69) 28,900
ANADARKO PETE CORP COM 2,710 -1 (0.03) 29,252