THRIVENT FINANCIAL FOR LUTHERANS Information

625 FOURTH AVENUE SOUTH, MINNEAPOLIS, Minnesota, 55415, (612) 340-7215

Report Date: 06/30/2014

Position Statistics

Total Positions 1,691
New Positions 219
Increased Positions 902
Decreased Positions 485
Positions with Activity 1,387
Sold Out Positions 68
Total Mkt Value (in $ millions) 17,494

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

Sector Weighting

Basic Materials 3%
Capital Goods 4.96%
Conglomerates 0.17%
Consumer Cyclical 3.81%
Consumer/Non-Cyclical 4.49%
Energy 9.03%
Financial 19.32%
Healthcare 10.66%
Services 16.47%
Technology 21.52%
Transportation 3.91%
Utilities 2%

1,691 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHEVRON CORP NEW COM 75,759 -5,238 (6.47) 585,234
EQT CORP COM 74,684 -20 (0.03) 753,930
VERIZON COMMUNICATIONS INC COM 72,516 -6,635 (8.38) 1,455,570
MORGAN STANLEY COM NEW 72,460 -96 (0.13) 2,111,930
TIME WARNER CABLE INC COM 72,391 -104 (0.14) 489,359
UNITEDHEALTH GROUP INC COM 71,798 134 .19 828,309
NVIDIA CORP COM 71,702 -1,360 (1.86) 3,686,499
CELANESE CORP DEL COM SER A 66,836 -2,226 (3.22) 1,068,698
ORACLE CORP COM 65,637 7,739 13.37 1,580,461
COMERICA INC COM 64,896 4,737 7.87 1,289,150
SPDR INDEX SHS FDS EURO STOXX 50 63,403 -351 (0.55) 1,551,708
WHITEWAVE FOODS CO COM 62,937 -16,119 (20.39) 1,797,180
BLACKSTONE GROUP L P COM UNIT LTD 62,069 62,069 New 1,851,150
MICROSOFT CORP COM 61,516 -11,641 (15.91) 1,354,086
EXXON MOBIL CORP COM 60,484 9,638 18.96 608,121
APPLIED MATLS INC COM 58,330 7 .01 2,524,556
TWENTY FIRST CENTY FOX INC CL B 57,570 -76 (0.13) 1,671,610
OSHKOSH CORP COM 57,311 1,083 1.93 1,153,600
SVB FINL GROUP COM 55,639 9 .02 499,808
HONEYWELL INTL INC COM 55,484 -8,629 (13.46) 582,633