STANDARD LIFE INVESTMENTS LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 512
New Positions 10
Increased Positions 92
Decreased Positions 415
Positions with Activity 507
Sold Out Positions 312
Total Mkt Value (in $ millions) 24,823

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

Sector Weighting

Basic Materials 3.29%
Capital Goods 8.12%
Conglomerates 0%
Consumer Cyclical 3.67%
Consumer/Non-Cyclical 4.84%
Energy 4.15%
Financial 14.91%
Healthcare 11.9%
Services 17.39%
Technology 22.14%
Transportation 4.64%
Utilities 1.32%

92 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STILLWATER MNG CO COM 134,451 12,716 10.45 11,590,563
RAYTHEON CO COM NEW 131,793 49,610 60.37 1,379,016
CARDINAL HEALTH INC COM 127,606 25,868 25.43 1,510,126
MASTERCARD INC CL A 123,829 123,829 New 1,313,971
PALO ALTO NETWORKS INC COM 113,741 86,639 319.69 654,059
CSX CORP COM 110,290 108,955 8,160.14 3,374,846
AETNA INC NEW COM 96,153 95,354 11,936.07 766,096
GULFPORT ENERGY CORP COM NEW 76,129 840 1.12 1,984,604
HOLLYSYS AUTOMATION TECHNOLOGI SHS 56,532 6,784 13.64 2,429,414
TIME INC NEW COM 54,420 53,933 11,073.90 2,349,759
UNITEDHEALTH GROUP INC COM 52,493 47,695 994.06 430,939
VULCAN MATLS CO COM 46,733 37,878 427.78 547,416
AVIS BUDGET GROUP COM 46,068 46,068 New 1,039,670
MERCADOLIBRE INC COM 39,675 376 .96 286,026
LILLY ELI & CO COM 38,605 7,959 25.97 448,160
HIMAX TECHNOLOGIES INC SPONSORED ADR 36,390 868 2.44 4,481,500
HERTZ GLOBAL HOLDINGS INC COM 32,383 4,254 15.12 1,877,293
SIMON PPTY GROUP INC NEW COM 32,211 1,998 6.61 184,360
TECK RESOURCES LTD CL B 28,662 7,371 34.62 2,985,650
AVALONBAY CMNTYS INC COM 19,130 4,419 30.04 116,659