WOOD ASSET MANAGEMENT INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 75
New Positions 5
Increased Positions 13
Decreased Positions 61
Positions with Activity 74
Sold Out Positions 13
Total Mkt Value (in $ millions) 297

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

Sector Weighting

Basic Materials 2.17%
Capital Goods 2.94%
Conglomerates 0.6%
Consumer Cyclical 6.75%
Consumer/Non-Cyclical 1%
Energy 9.47%
Financial 29.86%
Healthcare 11.93%
Services 10.03%
Technology 20.04%
Transportation 3.1%
Utilities 2.1%

13 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLIED MATLS INC COM 9,654 9,654 New 419,718
WELLS FARGO & CO NEW COM 9,642 1,783 22.68 188,021
UNITED PARCEL SERVICE INC CL B 9,214 9,214 New 88,753
QUALCOMM INC COM 8,559 2,426 39.56 107,808
PRUDENTIAL FINL INC COM 8,416 8,416 New 92,752
DANAHER CORP DEL COM 7,786 498 6.83 103,660
PACCAR INC COM 7,717 7,717 New 117,011
APPLE INC COM 6,968 364 5.51 73,786
BANK OF AMERICA CORPORATION COM 6,265 2,469 65.07 404,424
HONEYWELL INTL INC COM 6,260 416 7.12 64,655
FLUOR CORP NEW COM 3,118 458 17.23 40,623
EATON CORP PLC SHS 218 218 New 2,772
DOW CHEM CO COM 216 2 1.14 4,173