VISION CAPITAL MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 66
New Positions 3
Increased Positions 38
Decreased Positions 19
Positions with Activity 57
Sold Out Positions 7
Total Mkt Value (in $ millions) 906

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

Sector Weighting

Basic Materials 5.45%
Capital Goods 4.12%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.18%
Energy 3.86%
Financial 6.39%
Healthcare 13.75%
Services 22.65%
Technology 28.25%
Transportation 2.63%
Utilities

3 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBVIE INC COM 10,567 10,567 New 174,660
EXXON MOBIL CORP COM 327 327 New 3,688
DODGE & COX STK FD COM 225 225 New 1,237