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Gabe McNerney, CFA

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Mid-Cap Domestic EquityPortfolio

Portfolio Review

March 31, 2013

Top Holdings

 

Security Sector Weight

Timken Co.

Industrials

2.4%

Realty Income Corp.

Financials

2.4%

Eaton Corp.

Industrials

2.3%

DST Systems Inc.

Info Technology

2.3%

Ameriprise Financial Inc.

Financials

1.9%

Ross Stores Inc.

Consumer Discretionary

1.9%

Wyndham Worldwide Corp.

Consumer Discretionary

1.8%

DTE Energy Co.

Utilities

1.8%

Mylan Inc.

Health Care

1.8%

Fiserv Inc.

Info Technology

1.8%

 

 
 

 

All data as on March 31, 2013

Fund holdings and sector allocations are subject to change at any time and are not recommendations to buy or sell any security.

 

The Russell Midcap Index measures the performance of the 800 smallest companies in the Russell 1000 Index, which measures the performance of the 1,000 largest US companies based on total market capitalization. The S&P 500 Index measures the performance of 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities. Both indices are unmanaged and returns assume the reinvestment of dividends. It is not possible to invest directly in an index.

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