SWARTHMORE GROUP INC Information

1650 ARCH STREET, PHILADELPHIA, Pennsylvania, 19103, (215) 557-9300

Report Date: 09/30/2014

Position Statistics

Total Positions 65
New Positions 3
Increased Positions 31
Decreased Positions 16
Positions with Activity 47
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,062

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

Sector Weighting

Basic Materials 0.03%
Capital Goods
Conglomerates 2.75%
Consumer Cyclical 5.3%
Consumer/Non-Cyclical 3.9%
Energy 3.36%
Financial 46.64%
Healthcare 8.43%
Services 5.76%
Technology 13.86%
Transportation 6.74%
Utilities

3 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOLDMAN SACHS GROUP INC COM 37,257 37,257 New 206,775
BANK AMER CORP COM 35,815 35,815 New 2,157,525
TESLA MTRS INC COM 24,461 24,461 New 103,940


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