THRIVENT FINANCIAL FOR LUTHERANS Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,690
New Positions 219
Increased Positions 903
Decreased Positions 483
Positions with Activity 1,386
Sold Out Positions 67
Total Mkt Value (in $ millions) 16,966

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

Sector Weighting

Basic Materials 2.91%
Capital Goods 4.82%
Conglomerates 0.15%
Consumer Cyclical 3.77%
Consumer/Non-Cyclical 4.62%
Energy 8.44%
Financial 19.61%
Healthcare 10.91%
Services 16.43%
Technology 21.63%
Transportation 4.03%
Utilities 2.03%

1,690 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WEATHERFORD INTL PLC ORD SHS -213,524 Sold Out 0
PERRIGO CO PLC SHS 23,349 -137,217 (85.46) 155,464
JACOBS ENGR GROUP INC DEL COM 46,983 -108,646 (69.81) 962,368
STATE STR CORP COM 43,667 -49,874 (53.32) 593,217
LAS VEGAS SANDS CORP COM 111,054 -45,028 (28.85) 1,785,154
PENTAIR PLC SHS -44,017 Sold Out 0
TRIQUINT SEMICONDUCTOR INC COM 1,188 -43,739 (97.36) 62,300
COVIDIEN PLC SHS 183,207 -37,101 (16.84) 2,117,759
TWENTY FIRST CENTY FOX INC CL A 104,173 -28,723 (21.61) 3,038,000
GOOGLE INC CL C 145,543 -27,503 (15.89) 252,084
CORELOGIC INC COM 5,017 -26,920 (84.29) 185,350
MASTERCARD INC CL A 4,040 -24,750 (85.97) 54,650
GILEAD SCIENCES INC COM 322,220 -22,913 (6.64) 3,026,959
ACE LIMITED SHS 79,471 -18,490 (18.88) 757,806
COMCAST CORP NEW CL A 202,685 -18,078 (8.19) 3,768,777
WHITEWAVE FOODS CO COM 65,292 -16,722 (20.39) 1,797,180
AGCO CORP COM 6,984 -15,797 (69.34) 153,630
MICHAEL KORS HLDGS LTD SHS 1,956 -15,730 (88.94) 27,400
SYMANTEC CORP COM 42,212 -15,026 (26.25) 1,795,484
MACERICH CO COM 14,999 -14,742 (49.57) 234,983