STANDARD LIFE INVESTMENTS LTD Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 552
New Positions 29
Increased Positions 382
Decreased Positions 162
Positions with Activity 544
Sold Out Positions 48
Total Mkt Value (in $ millions) 19,050

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

Sector Weighting

Basic Materials 4.14%
Capital Goods 4.96%
Conglomerates 0%
Consumer Cyclical 5.34%
Consumer/Non-Cyclical 7.34%
Energy 13%
Financial 14.19%
Healthcare 9.77%
Services 19.33%
Technology 14.96%
Transportation 4.12%
Utilities 2.04%

382 INCREASED Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMPHENOL CORP NEW CL A 656 14 2.11 6,974
BROADCOM CORP CL A 714 4 .59 23,710
CBRE GROUP INC CL A 330 9 2.95 12,235
COMCAST CORP NEW CL A 27,733 4,650 20.14 564,830
CONSTELLATION BRANDS INC CL A 591 16 2.79 7,321
FACEBOOK INC CL A 187,031 55,029 41.69 3,173,250
GAMESTOP CORP NEW CL A 214 5 2.53 5,150
GOOGLE INC CL A 310,082 2,450 .80 570,696
LAUDER ESTEE COS INC CL A 258,282 10,084 4.06 3,579,799
LENNAR CORP CL A 17,932 102 .57 469,166
MARRIOTT INTL INC NEW CL A 27,169 26,620 4,855.85 482,997
MASTERCARD INC CL A 3,371 67 2.02 45,480
NEWS CORP NEW CL A 369 9 2.47 21,872
RALPH LAUREN CORP CL A 406 1 .31 2,627
SCRIPPS NETWORKS INTERACT INC CL A COM 359 10 2.90 4,827
COMCAST CORP NEW CL A SPL 737 737 New 15,190
BLACKHAWK NETWORK HLDGS INC CL B 44 2 4.89 1,782
BROWN FORMAN CORP CL B 633 13 2.02 7,119
MOLSON COORS BREWING CO CL B 812 21 2.71 13,926
NIKE INC CL B 2,862 58 2.05 38,660