TIFF Advisory Services

TIFF Advisory Services as of Dec. 31, 2012

Portfolio Holdings for TIFF Advisory Services

TIFF Advisory Services holds 86 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Priceline 3.3 $926k 3.1k 298.71
Liberty Global 3.2 $905k 62k 14.60
Gartner 3.1 $887k 41k 21.63
MGM Resorts International. (MGM) 3.1 $885k 76k 11.64
Lauder Estee Cos Inc cl a 3.1 $862k 31k 27.72
Citi 2.9 $824k 46k 17.87
Cit 2.8 $781k 20k 38.66
DST Systems 2.5 $691k 11k 60.61
Bce Inc Put 2.4 $686k 16k 42.88
Regions Financial Corporation (RF) 2.4 $684k 96k 7.12
Cbre Group Inc cl a 2.4 $674k 84k 8.01
Scotts Miracle-Gro Company (SMG) 2.4 $670k 15k 44.08
Berkshire Hathaway Inc Del cl b 2.3 $655k 30k 22.13
General Electric Company 2.3 $646k 31k 20.97
Procter & Gamble Company (PG) 2.3 $638k 9.4k 67.87
Ishares Trust msci emerging 2.2 $621k 59k 10.51
Liberty Media 2.2 $618k 31k 19.68
American Intl 2.1 $591k 73k 8.05
Ebay 2.1 $582k 31k 18.77
M&T Bank Corporation (MTB) 2.0 $571k 5.8k 98.45
Amazon 2.0 $571k 18k 31.37
Raytheon Company 2.0 $553k 9.6k 57.60
Bank Of Montreal Cadcom (BMO) 1.9 $539k 8.8k 61.25
Level 3 Communications 1.9 $532k 23k 23.13
Directv 1.9 $532k 11k 50.19
Sapient Corporation 1.8 $517k 49k 10.55
Lazard Ltd shs a 1.7 $468k 49k 9.51
America Movil Sab De Cv spon adr l 1.6 $456k 20k 23.15
Altria (MO) 1.6 $449k 14k 31.40
Kansas City Southern 1.6 $446k 29k 15.22
Liberty Global 1.6 $444k 42k 10.67
Cablevision Sys Corp cl a ny cablvs 1.5 $428k 96k 4.48
Petroleo Brasileiro Sa Petro 1.5 $421k 73k 5.77
CBS Corporation 1.4 $391k 10k 37.96
Google Inc cl a 1.2 $348k 1.9k 183.16
Cemex SAB de CV (CX) 1.2 $332k 34k 9.88
JPMorgan Chase & Co. (JPM) 1.1 $295k 6.7k 44.03
Legg Mason 1.0 $291k 50k 5.80
International Business Machines (IBM) 0.9 $268k 1.4k 191.57
Expeditors International of Washington (EXPD) 0.9 $265k 6.7k 39.55
American Express 0.9 $259k 22k 11.83
Moody's Corporation (MCO) 0.9 $257k 5.1k 50.39
Bristol Myers Squibb (BMY) 0.9 $248k 7.6k 32.63
Federated Investors (FHI) 0.8 $223k 11k 20.27
Luxottica Group S.p.A. 0.8 $219k 5.3k 41.32
Costco Whsl 0.8 $217k 43k 5.08
Northrop Grumman Corporation (NOC) 0.7 $209k 3.1k 67.42
Alliance Data Systems 0.7 $202k 8.3k 24.34
Health Management Associates 0.7 $197k 21k 9.34
Cbs Corp New cl b 0.7 $195k 31k 6.21
NII Holdings 0.7 $183k 26k 7.12
Delta Air Lines (DAL) 0.6 $180k 15k 11.84
Mindray Medical International 0.6 $170k 5.2k 32.69
Embraer S A (ERJ) 0.6 $168k 5.9k 28.47
Aetna 0.6 $162k 3.5k 46.29
J.B. Hunt Transport Services (JBHT) 0.5 $149k 2.5k 59.60
Fomento Economico Mexicano SAB (FMX) 0.4 $121k 1.2k 100.83
Halliburton Company (HAL) 0.4 $121k 3.5k 34.57
Apple 0.4 $117k 9.6k 12.19
Merck & Co (MRK) 0.4 $115k 2.8k 41.07
Sherwin-Williams Company (SHW) 0.4 $108k 700.00 154.29
NetEase (NTES) 0.4 $106k 2.5k 42.40
Kroger 0.4 $103k 42k 2.43
Monsanto 0.3 $98k 12k 8.45
Discovery Communications 0.3 $95k 1.5k 63.33
Hewlett-Packard Company 0.3 $83k 5.8k 14.31
PriceSmart (PSMT) 0.3 $77k 1.0k 77.00
Principal Financial (PFG) 0.2 $71k 2.5k 28.40
Aol 0.2 $68k 2.3k 29.57
Philip Morris Intl 0.2 $62k 13k 4.88
Seagate Technology Com Stk 0.2 $58k 1.9k 30.53
Baker Hughes Incorporated 0.2 $57k 1.4k 40.71
Giant Interactive 0.2 $57k 11k 5.38
Discovery Communications 0.2 $53k 900.00 58.89
Cognizant Technology Solutions (CTSH) 0.2 $52k 700.00 74.29
Ameriprise Financial (AMP) 0.2 $44k 700.00 62.86
Infosys Technologies (INFY) 0.1 $42k 1.0k 42.00
Norfolk Southern (NSC) 0.1 $37k 600.00 61.67
First Republic Bank/san F (FRCB) 0.1 $36k 1.1k 32.73
Libertyinteractivecorp lbtventcoma 0.1 $36k 524.00 68.70
Pitney Bowes (PBI) 0.1 $34k 3.2k 10.62
Dell 0.1 $31k 3.1k 10.00
EXCO Resources 0.1 $26k 3.9k 6.67
Devon Energy Corporation (DVN) 0.1 $21k 400.00 52.50
Banco Santander (SAN) 0.1 $19k 2.4k 8.05
Alcatel-Lucent 0.1 $21k 15k 1.38