VISION CAPITAL MANAGEMENT, INC. Information

ONE SW COLUMBIA, SUITE 915, PORTLAND, Oregon, 97258, (503) 221-5656

Report Date: 03/31/2014

Position Statistics

Total Positions 79
New Positions 10
Increased Positions 19
Decreased Positions 46
Positions with Activity 65
Sold Out Positions 6
Total Mkt Value (in $ millions) 855

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 3.43%
Conglomerates
Consumer Cyclical 0.07%
Consumer/Non-Cyclical 10.38%
Energy 6.09%
Financial 8.61%
Healthcare 11.3%
Services 25.11%
Technology 26.67%
Transportation 2.62%
Utilities

65 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 31,123 1,089 3.62 350,759
APPLE INC COM 29,574 -1,020 (3.33) 310,583
SCHLUMBERGER LTD COM 28,408 -3,419 (10.74) 247,672
DIRECTV COM 27,011 -1,020 (3.64) 312,883
BLACKROCK INC COM 25,871 4,572 21.46 81,403
CELGENE CORP COM 25,354 -1,820 (6.7) 284,268
DU PONT E I DE NEMOURS & CO COM 24,852 4,560 22.47 382,993
SKYWORKS SOLUTIONS INC COM 24,636 -10,734 (30.35) 521,611
LAS VEGAS SANDS CORP COM 24,412 -969 (3.82) 327,241
VERIZON COMMUNICATIONS INC COM 23,539 -766 (3.15) 467,790
STARBUCKS CORP COM 23,389 23,038 6,564.57 297,573
PIONEER NAT RES CO COM 23,159 -542 (2.29) 104,125
LAUDER ESTEE COS INC CL A 22,542 2,840 14.41 302,575
UNION PAC CORP COM 22,365 -741 (3.21) 223,050
MEAD JOHNSON NUTRITION CO COM 22,207 -331 (1.47) 239,842
STARWOOD HOTELS&RESORTS WRLDWD COM 22,113 -906 (3.93) 264,253
ORACLE CORP COM 22,006 -852 (3.73) 548,358
QUALCOMM INC COM 21,768 -874 (3.86) 273,465
EATON CORP PLC SHS 21,455 21,455 New 275,703
UNITEDHEALTH GROUP INC COM 21,335 -2,165 (9.21) 257,449


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