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) 19,233

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

Sector Weighting

Basic Materials 4.13%
Capital Goods 4.89%
Conglomerates 0%
Consumer Cyclical 5.33%
Consumer/Non-Cyclical 7.28%
Energy 12.97%
Financial 14.13%
Healthcare 9.9%
Services 19.33%
Technology 15%
Transportation 4.16%
Utilities 2.08%

552 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BANCO SANTANDER SA ADR 179 New 18,131
GRUPO FINANCIERO BANORTE S A B ADR 514 New 15,600
AMERICAN HOMES 4 RENT CL A 8,599 New 537,411
AMPHENOL CORP NEW CL A 663 14 2.11 6,974
BROADCOM CORP CL A 712 4 .59 23,710
CBRE GROUP INC CL A 327 9 2.95 12,235
COGNIZANT TECHNOLOGY SOLUTIONS CL A 124,400 -22,187 (15.14) 2,532,570
COMCAST CORP NEW CL A 28,710 4,814 20.14 564,830
CONSTELLATION BRANDS INC CL A 592 16 2.79 7,321
FACEBOOK INC CL A 200,010 58,847 41.69 3,173,250
GAMESTOP CORP NEW CL A 218 5 2.53 5,150
GOOGLE INC CL A 311,315 2,460 .80 570,696
LAUDER ESTEE COS INC CL A 258,104 10,077 4.06 3,579,799
LENNAR CORP CL A 18,030 103 .57 469,166
MARRIOTT INTL INC NEW CL A 27,555 26,999 4,855.85 482,997
MASTERCARD INC CL A 3,390 67 2.02 45,480
MONDELEZ INTL INC CL A 164,217 -19,736 (10.73) 4,687,902
NEWS CORP NEW CL A 372 9 2.47 21,872
RALPH LAUREN CORP CL A 407 1 .31 2,627
TWENTY FIRST CENTY FOX INC CL A -2,792 Sold Out 0