Comments on: Check The News On GOOG http://battellemedia.com/archives/2004/09/check_the_news_on_goog.php?utm_source=rss&utm_medium=rss&utm_campaign=check_the_news_on_goog Thoughts on the intersection of search, media, technology, and more. Thu, 16 May 2013 04:38:00 +0000 hourly 1 http://wordpress.org/?v=3.4.1 By: ID:entity http://battellemedia.com/archives/2004/09/check_the_news_on_goog.php#comment-23147 ID:entity Sun, 12 Sep 2004 11:54:50 +0000 http://battellemedia.com/archives/2004/09/check_the_news_on_goog.php#comment-23147 <p>John what's interesting from the actual fund stats below, is that IT & Healthcare contribute for over 60% of this 21.7bn fund - especially whne you take into consideration who Google recently appointed on the board:</p> <p>Arthur D. Levinson has served as a member of our board of directors since April 2004. Since 1995, Art has served as a member of the board of directors of Genentech, a biotechnology company</p> <p>Fund stats</p> <p>Holdings <br /> Top Ten Holdings as of 06/30/2004 <br /> PFIZER INC <br /> MICROSOFT CORP <br /> NETWORK APPLIANCE INC <br /> QUALCOMM INC <br /> YAHOO INC <br /> UNITEDHEALTH GROUP INC <br /> CELGENE CORP <br /> SEPRACOR INC <br /> GENERAL ELECTRIC CO <br /> RED HAT INC <br /> 22.80% of the portfolio <br /> Total Holdings 250 <br /> <br /> Major Market Sectors as of 07/31/2004 <br /> <br /> Consumer Discretionary 8.8% <br /> Consumer Staples 9.7% <br /> Energy 3.8% <br /> Financials 4.7% <br /> Health Care 28.5% <br /> Industrials 9.5% <br /> Information Technology 33.0% <br /> Materials 0.0% <br /> Telecommunication Services 0.0% <br /> Utilities 0.0% <br /> <br /> </p> John what’s interesting from the actual fund stats below, is that IT & Healthcare contribute for over 60% of this 21.7bn fund – especially whne you take into consideration who Google recently appointed on the board:

Arthur D. Levinson has served as a member of our board of directors since April 2004. Since 1995, Art has served as a member of the board of directors of Genentech, a biotechnology company

Fund stats

Holdings
Top Ten Holdings as of 06/30/2004
PFIZER INC
MICROSOFT CORP
NETWORK APPLIANCE INC
QUALCOMM INC
YAHOO INC
UNITEDHEALTH GROUP INC
CELGENE CORP
SEPRACOR INC
GENERAL ELECTRIC CO
RED HAT INC
22.80% of the portfolio
Total Holdings 250

Major Market Sectors as of 07/31/2004

Consumer Discretionary 8.8%
Consumer Staples 9.7%
Energy 3.8%
Financials 4.7%
Health Care 28.5%
Industrials 9.5%
Information Technology 33.0%
Materials 0.0%
Telecommunication Services 0.0%
Utilities 0.0%

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