Fw: percentages get a read from your team [C (Tazia Smith, 04 Feb 2014)

Subject: Fw: percentages get a read from your team [C] From: Tazia Smith < Date: Tue, 04 Feb 2014 12:58:26 -0500 To: Vinit Sahni >, Nam Gupta < >, Paul Morris < Classification: Confidential - Have some recommendations for modifications to the equity baskets (Healthcare, Financials, Europe, Japan)* - Would like to see 5-10% in Tech in US -> take 5% from mortgages, possibly 2-5% from europe and/or 2-5% from energy - PO vs. IC) in mortgages? 5% down from 10% (will speak with traders on