WOOD ASSET MANAGEMENT INC Information

2 NORTH TAMIAMI TRAIL, SARASOTA, Florida, 34236, (941) 361-2195

Report Date: 03/31/2014

Position Statistics

Total Positions 80
New Positions 7
Increased Positions 12
Decreased Positions 67
Positions with Activity 79
Sold Out Positions 10
Total Mkt Value (in $ millions) 327

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

Sector Weighting

Basic Materials 3.79%
Capital Goods 2.75%
Conglomerates 0.59%
Consumer Cyclical 4.28%
Consumer/Non-Cyclical 6.05%
Energy 11.02%
Financial 28.21%
Healthcare 12.06%
Services 11.65%
Technology 16.06%
Transportation
Utilities 3.2%

67 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 10,882 -1,071 (8.96) 102,618
GENERAL ELECTRIC CO COM 9,649 -1,140 (10.57) 366,611
JPMORGAN CHASE & CO COM 9,143 -976 (9.64) 163,211
INTUIT COM 8,667 -1,129 (11.53) 106,920
THERMO FISHER SCIENTIFIC INC COM 8,585 -1,086 (11.23) 72,850
AMERISOURCEBERGEN CORP COM 8,396 -1,031 (10.93) 115,047
WELLS FARGO & CO NEW COM 7,999 -1,045 (11.55) 153,258
EXXON MOBIL CORP COM 7,790 -961 (10.98) 75,234
DANAHER CORP DEL COM 7,597 -675 (8.16) 97,036
BORGWARNER INC COM 7,387 -879 (10.63) 109,639
SCHLUMBERGER LTD COM 7,258 -672 (8.47) 62,057
RAYMOND JAMES FINANCIAL INC COM 7,039 -798 (10.18) 140,783
CITIGROUP INC COM NEW 6,971 -725 (9.42) 147,125
PROCTER & GAMBLE CO COM 6,966 -722 (9.39) 85,298
DIRECTV COM 6,828 -898 (11.63) 79,396
APPLE INC COM 6,671 -624 (8.56) 69,930
FORD MTR CO DEL COM PAR $0.01 6,615 -852 (11.41) 379,507
BLACKROCK INC COM 6,504 -775 (10.65) 20,263
CHUBB CORP COM 6,365 -599 (8.6) 68,101
UNITED TECHNOLOGIES CORP COM 6,295 -833 (11.69) 55,293