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) 869

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

Sector Weighting

Basic Materials 2.88%
Capital Goods 3.3%
Conglomerates
Consumer Cyclical 0.07%
Consumer/Non-Cyclical 10.3%
Energy 6.03%
Financial 8.59%
Healthcare 11.36%
Services 24.75%
Technology 27.16%
Transportation 2.63%
Utilities

46 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 30,186 -1,041 (3.33) 310,583
SKYWORKS SOLUTIONS INC COM 27,880 -12,148 (30.35) 521,611
SCHLUMBERGER LTD COM 27,767 -3,342 (10.74) 247,672
DIRECTV COM 27,205 -1,027 (3.64) 312,883
CELGENE CORP COM 25,334 -1,818 (6.7) 284,268
PIONEER NAT RES CO COM 24,131 -564 (2.29) 104,125
LAS VEGAS SANDS CORP COM 24,131 -957 (3.82) 327,241
VERIZON COMMUNICATIONS INC COM 23,815 -775 (3.15) 467,790
UNION PAC CORP COM 22,865 -758 (3.21) 223,050
MEAD JOHNSON NUTRITION CO COM 22,804 -340 (1.47) 239,842
E M C CORP MASS COM 22,500 -737 (3.17) 782,612
QUALCOMM INC COM 22,315 -896 (3.86) 273,465
STARWOOD HOTELS&RESORTS WRLDWD COM 22,129 -906 (3.93) 264,253
UNITEDHEALTH GROUP INC COM 22,125 -2,245 (9.21) 257,449
ORACLE CORP COM 22,104 -856 (3.73) 548,358
ALEXION PHARMACEUTICALS INC COM 21,723 -763 (3.39) 125,509
VISA INC COM CL A 21,720 -899 (3.98) 98,193
COLGATE PALMOLIVE CO COM 20,209 -797 (3.8) 296,454
EBAY INC COM 20,196 -747 (3.57) 383,525
ZOETIS INC CL A 19,949 -746 (3.6) 607,455