STANDARD LIFE INVESTMENTS LTD Information

1 GEORGE STREET, EDINBURGH, , EH2 2LL, (617) 720-7922

Report Date: 06/30/2014

Position Statistics

Total Positions 582
New Positions 90
Increased Positions 191
Decreased Positions 382
Positions with Activity 573
Sold Out Positions 13
Total Mkt Value (in $ millions) 23,063

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

Sector Weighting

Basic Materials 5.42%
Capital Goods 5.49%
Conglomerates 0.01%
Consumer Cyclical 3.86%
Consumer/Non-Cyclical 4.13%
Energy 11.83%
Financial 12.03%
Healthcare 10.32%
Services 20.42%
Technology 17.62%
Transportation 5.17%
Utilities 1.98%

191 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HUNT J B TRANS SVCS INC COM 299,076 29,120 10.79 3,958,649
AVAGO TECHNOLOGIES LTD SHS 286,315 5,692 2.03 3,487,814
KANSAS CITY SOUTHERN COM NEW 283,731 12,958 4.79 2,459,526
ANADARKO PETE CORP COM 267,342 110,505 70.46 2,372,363
SCHLUMBERGER LTD COM 240,175 4,310 1.83 2,190,581
ELECTRONIC ARTS INC COM 238,197 42,332 21.61 6,294,849
WESTERN DIGITAL CORP COM 229,697 57,157 33.13 2,229,854
UNION PAC CORP COM 229,427 14,802 6.90 2,179,411
FACEBOOK INC CL A 221,785 20,952 10.43 2,964,243
CARDINAL HEALTH INC COM 211,324 2,136 1.02 2,867,352
GALLAGHER ARTHUR J & CO COM 207,904 48,867 30.73 4,401,948
MONDELEZ INTL INC CL A 165,797 7,458 4.71 4,581,299
ON SEMICONDUCTOR CORP COM 165,151 963 .59 16,921,204
SCHWAB CHARLES CORP NEW COM 159,807 1,690 1.07 5,605,313
BAXTER INTL INC COM 145,364 2,116 1.48 1,938,702
CUMMINS INC COM 137,529 9,136 7.12 947,758
VISTEON CORP COM NEW 128,459 110,890 631.18 1,269,479
FLIR SYS INC COM 127,324 66,664 109.90 3,768,101
COLGATE PALMOLIVE CO COM 126,078 4,474 3.68 1,947,752
STEEL DYNAMICS INC COM 122,388 2,632 2.20 5,266,251