THE UNITED DEFENSE INDUSTRIES MATRIX

A Sighting from The Catbird Seat

~ o ~



Compiled from MSN, May 10, 2002:



Institutional Ownership

United Defense Industries, Inc. (NYSE)

Sector: Capital Goods Industry: Aerospace & Defense
Ownership Summary
% Shares Owned:

46

Price Range Quarter:

% Change in Ownership:

252.30

# New Buyers:

70

# Institutions:

85

# Closed Positions:

5

Total Shares Held:

23,458,090

3 Mo. Shares Purchased:

19,000,038

# Buyers:

78

3 Mo. Shares Sold:

(2,200,462)

# Sellers

11

3 Mo. Net Change:

16,799,576

# Net Buyers:

67



Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

NEUBERGER BERMAN

2,541,300

$68,615.10

4.98%

3/31/2002

CREDIT SUISSE FIRST BOSTON INC

3,020,500

$63,430.50

5.92%

12/31/2001

SYSTEMATIC FINANCIAL MGMT

1,643,855

$34,520.96

3.22%

12/31/2001

MASSACHUSETTS FINANCIAL SERVICES

1,352,987

$28,412.73

2.65%

12/31/2001

PUTNAM INVESTMENT MGMT

1,143,400

$24,011.40

2.24%

12/31/2001

LAZARD FRERES ASSET MGMT

741,300

$15,567.30

1.45%

12/31/2001

LOOMIS SAYLES

700,000

$14,700

1.37%

12/31/2001

FIDELITY MGMT & RESEARCH CO

687,200

$14,431.20

1.35%

12/31/2001

JANUS CAPITAL MGMT

650,000

$13,650

1.27%

12/31/2001

ALLIANCE CAPITAL MGMT

639,200

$13,423.20

1.25%

12/31/2001

DREYFUS CORPORATION

450,290

$12,157.83

0.88%

3/31/2002

WACHOVIA ASSET MGMT

530,500

$11,140.50

1.04%

12/31/2001

FOUNDERS ASSET MGMT

395,970

$10,691.19

0.78%

3/31/2002

CARDINAL CAPITAL MANAGEMENT, LLC

449,000

$9,429

0.88%

12/31/2001

HIGH ROCK ASSET MANAGEMENT LLC

437,500

$9,187.50

0.86%

12/31/2001



Top Changes in Ownership

Institution Name

Change in Shares Held

Total Shares Held

% Change in Shares Held

Portfolio Date

CREDIT SUISSE FIRST BOSTON INC

3,020,500

3,020,500

12/31/2001

SYSTEMATIC FINANCIAL MGMT

1,643,855

1,643,855

12/31/2001

MASSACHUSETTS FINANCIAL SERVICES

1,352,987

1,352,987

12/31/2001

PUTNAM INVESTMENT MGMT

1,143,400

1,143,400

12/31/2001

AMERICAN EXPRESS FINANCIAL

(622,200)

0

-100%

3/31/2002

US BANCORP ASSET MGMT

(619,800)

39,550

-94%

3/31/2002

LAZARD FRERES ASSET MGMT

741,300

741,300

12/31/2001

LOOMIS SAYLES

700,000

700,000

12/31/2001

FIDELITY MGMT & RESEARCH CO

687,200

687,200

12/31/2001

JANUS CAPITAL MGMT

650,000

650,000

12/31/2001

ALLIANCE CAPITAL MGMT

639,200

639,200

12/31/2001

NEUBERGER BERMAN

477,200

2,541,300

23%

3/31/2002

WACHOVIA ASSET MGMT

530,500

530,500

12/31/2001

033 ASSET MANAGEMENT LLC

(400,000)

0

-100%

3/31/2002

CARDINAL CAPITAL MANAGEMENT, LLC

449,000

449,000

12/31/2001



Top Purchasers

Institution Name

Shares Purchased

Shares Purchased Value (000)

Shares Held

Portfolio Date

CREDIT SUISSE FIRST BOSTON INC +

3,020,500

$63,430.50

3,020,500

12/31/2001

SYSTEMATIC FINANCIAL MGMT +

1,643,855

$34,520.96

1,643,855

12/31/2001

MASSACHUSETTS FINANCIAL SERVICES +

1,352,987

$28,412.73

1,352,987

12/31/2001

PUTNAM INVESTMENT MGMT +

1,143,400

$24,011.40

1,143,400

12/31/2001

LAZARD FRERES ASSET MGMT +

741,300

$15,567.30

741,300

12/31/2001

LOOMIS SAYLES +

700,000

$14,700

700,000

12/31/2001

FIDELITY MGMT & RESEARCH CO +

687,200

$14,431.20

687,200

12/31/2001

JANUS CAPITAL MGMT +

650,000

$13,650

650,000

12/31/2001

ALLIANCE CAPITAL MGMT +

639,200

$13,423.20

639,200

12/31/2001

NEUBERGER BERMAN

477,200

$12,884.40

2,541,300

3/31/2002

WACHOVIA ASSET MGMT +

530,500

$11,140.50

530,500

12/31/2001

CARDINAL CAPITAL MANAGEMENT, LLC +

449,000

$9,429

449,000

12/31/2001

HIGH ROCK ASSET MANAGEMENT LLC +

437,500

$9,187.50

437,500

12/31/2001

MOORE CAPITAL MGMT +

402,500

$8,452.50

402,500

12/31/2001

DRESDNER RCM GLOBAL INVESTORS (SAN FRANCISCO) +

342,500

$7,192.50

342,500

12/31/2001

Note: + Denotes new position.



Top Sellers

Institution Name

Shares Sold

Shares Sold Value (000)

Shares Held

Portfolio Date

AMERICAN EXPRESS FINANCIAL ++

(622,200)

($16,799.40)

0

3/31/2002

US BANCORP ASSET MGMT

(619,800)

($16,734.60)

39,550

3/31/2002

033 ASSET MANAGEMENT LLC ++

(400,000)

($10,800)

0

3/31/2002

GE ASSET MGMT

(211,257)

($5,703.94)

239,407

3/31/2002

WALL STREET ASSOCIATES

(127,400)

($3,439.80)

126,500

3/31/2002

FORT POINT CAPITAL MGMT LLC ++

(81,900)

($2,211.30)

0

3/31/2002

ROGER ENGEMANN MGMT CO

(61,160)

($1,651.32)

142,660

3/31/2002

ASCEND CAPITAL LLC ++

(57,500)

($1,552.50)

0

3/31/2002

DREYFUS CORPORATION

(15,545)

($419.72)

450,290

3/31/2002

CI INVESTMENTS ++

(3,000)

($81)

0

3/31/2002

CHARTWELL INVESTMENT PARTNERS

(700)

($18.90)

292,950

3/31/2002

Note: ++ Denotes closed position.

* * * * *



HOLDINGS REPORT FOR NEUBERGER BERMAN


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Citigroup Inc.

30,276,620

$1,513,831

0.59%

3/31/2002

Int’l Business Machines

8,758,090

$902,083.27

0.51%

3/31/2002

American Int’l Group, Inc

6,240,581

$449,321.83

0.24%

3/31/2002

Liberty Media Corp.

34,510,852

$414,130.22

1.33%

3/31/2002

General Electric Company

10,729,710

$396,999.27

0.11%

3/31/2002

Pfizer Inc.

9,238,327

$369,533.08

0.15%

3/31/2002

Aon Corporation

9,771,885

$342,015.98

3.60%

3/31/2002

Microsoft Corporation

5,764,402

$340,099.72

0.11%

3/31/2002

Anheuser-Busch Companies

6,095,469

$323,059.86

0.69%

3/31/2002

Johnson & Johnson

4,958,305

$322,289.83

0.16%

3/31/2002

Valero Energy Corp.

6,513,140

$319,143.86

6.21%

3/31/2002

Freddie Mac

4,977,673

$313,593.40

0.72%

3/31/2002

CIGNA Corporation

3,108,573

$310,857.30

2.20%

3/31/2002

Capital One Financial

4,759,449

$304,604.74

2.17%

3/31/2002

Household International

5,246,710

$304,309.18

1.15%

3/31/2002



* * * * *



HOLDINGS REPORT FOR CREDIT SUISSE FIRST BOSTON INC


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Microsoft Corporation

8,856,643

$584,538.44

0.16%

12/31/2001

SPY

3,689,213

$420,570.28

12/31/2001

IVV

3,138,259

$357,761.53

12/31/2001

General Electric Company

8,796,120

$351,844.80

0.09%

12/31/2001

Nextel Partners, Inc.

28,534,282

$342,411.38

11.66%

12/31/2001

QQQ

8,599,642

$335,386.04

12/31/2001

Pfizer Inc.

6,551,079

$262,043.16

0.10%

12/31/2001

Comcast Corporation

7,007,862

$252,283.03

0.74%

12/31/2001

IWM

2,503,328

$240,319.49

12/31/2001

Citigroup Inc.

4,797,759

$239,887.95

0.09%

12/31/2001

Intel Corporation

7,730,058

$239,631.80

0.12%

12/31/2001

Prudential Financial, Inc

7,217,480

$238,176.84

1.23%

12/31/2001

Exxon Mobil Corporation

6,043,539

$235,698.02

0.09%

12/31/2001

Wal-Mart Stores, Inc.

3,902,344

$226,335.95

0.09%

12/31/2001

Int’l Business Machines

1,675,678

$202,757.04

0.10%

12/31/2001



* * * * *



Institutional Ownership

Prudential Financial, Inc (NYSE)
Sector: Financial Industry: Insurance (Life)



Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

BRANDES INVESTMENT PARTNERS

9,632,635

$317,876.96

1.64%

12/31/2001

CREDIT SUISSE FIRST BOSTON INC

7,217,480

$238,176.84

1.23%

12/31/2001

LEVIN (JOHN) & CO

3,720,502

$122,776.57

0.63%

12/31/2001

AIG GLOBAL INVESTMENT CORP

3,650,550

$120,468.15

0.62%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

3,467,738

$114,435.35

0.59%

12/31/2001

HOTCHKIS & WILEY CAPITAL MGMT LLC

3,625,780

$112,399.18

0.62%

3/31/2002

FIDELITY MGMT & RESEARCH CO

2,789,834

$92,064.52

0.48%

12/31/2001

AIM CAPITAL MGMT

2,632,150

$86,860.95

0.45%

12/31/2001

AMERICAN CENTURY INVESTMENTS

2,257,939

$74,511.99

0.39%

12/31/2001

VANGUARD GROUP

2,393,162

$74,188.02

0.41%

3/31/2002

DEUTSCHE ASSET MGMT (NEW YORK)

2,175,700

$71,798.10

0.37%

12/31/2001

NEUBERGER BERMAN

2,225,922

$69,003.58

0.38%

3/31/2002

WESTWOOD MGMT CO

2,223,970

$68,943.07

0.38%

3/31/2002

MORGAN STANLEY INVESTMENT MGMT

2,042,564

$67,404.61

0.35%

12/31/2001

GOLDMAN SACHS ASSET MGMT

1,904,030

$62,832.99

0.32%

12/31/2001



* * * * *



HOLDINGS REPORT FOR BRANDES INVESTMENT PARTNERS


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Telefonos de Mexico, S.A.

35,328,554

$1,236,499.39

5.04%

12/31/2001

Petroleo Brasileiro

42,002,253

$966,051.82

3.87%

12/31/2001

Diageo plc

17,135,665

$788,240.59

2.01%

12/31/2001

America Movil S.A. de C.V

40,614,263

$771,671

5.61%

12/31/2001

Waste Management, Inc.

23,839,008

$762,848.26

3.79%

12/31/2001

Xerox Corporation

75,972,783

$759,727.83

10.55%

12/31/2001

Schering-Plough Corp.

20,170,940

$726,153.84

1.38%

12/31/2001

Unilever PLC

21,598,388

$712,746.80

2.97%

12/31/2001

Hitachi, Ltd.

9,047,415

$660,461.30

2.71%

12/31/2001

Telefonica S.A. (ADR)

15,654,774

$626,190.96

1.01%

12/31/2001

Raytheon Company

19,187,882

$614,012.22

4.82%

12/31/2001

Archer-Daniels-Midland Company

42,005,193

$588,072.70

6.42%

12/31/2001

Alcatel (ADR)

33,791,904

$574,462.37

2.72%

12/31/2001

British American Tobacco

33,554,185

$570,421.15

3.08%

12/31/2001

Goodyear Tire & Rubber

23,098,955

$554,374.92

14.15%

12/31/2001



* * * * *



Institutional Ownership

ConAgra Foods, Inc. (NYSE)
Sector: Consumer/Non-Cyclical Industry: Food Processing
Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

STATE STREET GLOBAL ADVISORS

36,694,950

$880,678.80

6.83%

3/31/2002

ALLIANCE CAPITAL MGMT

35,387,922

$849,310.13

6.59%

12/31/2001

CAPITAL RESEARCH & MGMT CO

20,566,600

$493,598.40

3.83%

12/31/2001

BRANDES INVESTMENT PARTNERS

19,710,020

$473,040.48

3.67%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

16,653,320

$399,679.68

3.10%

12/31/2001

BARROW HANLEY MEWHINNEY & STRAUSS

13,734,400

$329,625.60

2.56%

12/31/2001

VANGUARD GROUP

9,112,219

$218,693.26

1.70%

3/31/2002

WELLINGTON MGMT

7,692,000

$184,608

1.43%

12/31/2001

COLONIAL MGMT ASSOCIATES

5,371,400

$128,913.60

1%

12/31/2001

FRANKLIN PORTFOLIO ASSOCIATES

5,322,991

$127,751.78

0.99%

3/31/2002

INVESCO INC

5,066,863

$121,604.71

0.94%

12/31/2001

SMITH BARNEY ASSET MGMT

4,779,215

$114,701.16

0.89%

12/31/2001

US BANCORP ASSET MGMT

4,191,104

$100,586.50

0.78%

3/31/2002

US TRUST CORP /NY

4,054,024

$97,296.58

0.75%

12/31/2001

DEUTSCHE BANKERS TRUST (NEW YORK)

3,850,401

$92,409.62

0.72%

12/31/2001



* * * * *



Institutional Ownership

Telefonos de Mexico, S.A. (NYSE)
Sector: Services Industry: Communications Services
Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

CAPITAL GUARDIAN TRUST

45,424,933

$1,589,872.66

6.48%

12/31/2001

BRANDES INVESTMENT PARTNERS

35,328,554

$1,236,499.39

5.04%

12/31/2001

CAPITAL RESEARCH & MGMT CO

31,576,000

$1,105,160

4.51%

12/31/2001

JANUS CAPITAL MGMT

16,574,084

$580,092.94

2.37%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

11,859,844

$415,094.54

1.69%

12/31/2001

TEMPLETON GLOBAL ADVISORS

9,959,086

$398,363.44

1.42%

3/31/2002

DEUTSCHE ASSET MGMT (NEW YORK)

9,965,964

$348,808.74

1.42%

12/31/2001

PUTNAM INVESTMENT MGMT

9,179,056

$321,266.96

1.31%

12/31/2001

SCHRODER WERTHEIM MGMT

8,964,825

$313,768.88

1.28%

12/31/2001

TEMPLETON INVESTMENT COUNSEL

6,387,018

$255,480.72

0.91%

3/31/2002

MORGAN STANLEY INVESTMENT MGMT

6,935,752

$242,751.32

0.99%

12/31/2001

ARTISAN PARTNERS

5,602,300

$196,080.50

0.80%

12/31/2001

FIDELITY MGMT & RESEARCH CO

4,790,653

$167,672.86

0.68%

12/31/2001

ZURICH SCUDDER INVESTMENTS

3,553,454

$142,138.16

0.51%

3/31/2002

FRANKLIN TEMPLETON INVESTMENTS CORP

2,593,485

$103,739.40

0.37%

3/31/2002



* * * * *



Institutional Ownership

Waste Management, Inc. (NYSE)
Sector: Services Industry: Waste Management Services

Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

LEGG MASON FUND ADVISORS

40,419,710

$1,293,430.72

6.43%

12/31/2001

SOUTHEASTERN ASSET MGMT

29,204,725

$934,551.20

4.65%

12/31/2001

PUTNAM INVESTMENT MGMT

26,665,916

$853,309.31

4.24%

12/31/2001

BRANDES INVESTMENT PARTNERS

23,839,008

$762,848.26

3.79%

12/31/2001

BARROW HANLEY MEWHINNEY & STRAUSS

22,299,753

$713,592.10

3.55%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

20,334,277

$650,696.86

3.23%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

17,279,032

$552,929.02

2.75%

12/31/2001

WELLINGTON MGMT

14,718,689

$470,998.05

2.34%

12/31/2001

STATE STREET GLOBAL ADVISORS

17,530,421

$455,790.95

2.79%

3/31/2002

AIM CAPITAL MGMT

13,616,989

$435,743.65

2.17%

12/31/2001

AMERICAN CENTURY INVESTMENTS

12,995,568

$415,858.18

2.07%

12/31/2001

SMITH BARNEY ASSET MGMT

11,154,094

$356,931.01

1.77%

12/31/2001

T ROWE PRICE ASSOCIATES

10,345,305

$331,049.76

1.65%

12/31/2001

VANGUARD GROUP

10,913,527

$283,751.70

1.74%

3/31/2002

LORD ABBETT & CO

10,796,355

$280,705.23

1.72%

3/31/2002



* * * * *



Institutional Ownership

Petroleo Brasileiro (NYSE)
Sector: Energy Industry: Oil & Gas – Integrated

Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

BRANDES INVESTMENT PARTNERS

42,002,253

$966,051.82

3.87%

12/31/2001

CAPITAL RESEARCH & MGMT CO

30,340,000

$697,820

2.79%

12/31/2001

JANUS CAPITAL MGMT

21,230,265

$488,296.10

1.95%

12/31/2001

WELLINGTON MGMT

19,677,700

$452,587.10

1.81%

12/31/2001

PUTNAM INVESTMENT MGMT

15,523,316

$357,036.27

1.43%

12/31/2001

CAPITAL GUARDIAN TRUST

5,669,380

$130,395.74

0.52%

12/31/2001

ARTISAN PARTNERS

4,910,800

$112,948.40

0.45%

12/31/2001

GE ASSET MGMT

3,207,425

$86,600.48

0.30%

3/31/2002

INVESCO INC

3,126,397

$71,907.13

0.29%

12/31/2001

MORGAN STANLEY INVESTMENT MGMT

2,923,668

$67,244.36

0.27%

12/31/2001

FRANKLIN ADVISERS

2,439,000

$65,853

0.22%

3/31/2002

AMERICAN EXPRESS FINANCIAL

2,206,362

$59,571.77

0.20%

3/31/2002

DEUTSCHE ASSET MGMT (NEW YORK)

2,203,440

$50,679.12

0.20%

12/31/2001

OECHSLE INTL ADVISORS

1,756,244

$40,393.61

0.16%

12/31/2001

BOSTON PARTNERS ASSET MGMT

1,347,475

$30,991.93

0.12%

12/31/2001



* * * * *



Institutional Ownership

Xerox Corporation (NYSE)
Sector: Technology Industry: Office Equipment



Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

BRANDES INVESTMENT PARTNERS

75,972,783

$759,727.83

10.55%

12/31/2001

DODGE & COX

69,486,923

$694,869.23

9.65%

12/31/2001

STATE STREET GLOBAL ADVISORS

45,903,127

$504,934.40

6.38%

3/31/2002

LORD ABBETT & CO

32,004,442

$352,048.86

4.45%

3/31/2002

PUTNAM INVESTMENT MGMT

29,878,848

$298,788.48

4.15%

12/31/2001

HARRIS ASSOCIATES

28,414,100

$284,141

3.95%

12/31/2001

BOSTON COMPANY

21,657,322

$238,230.54

3.01%

3/31/2002

BARCLAYS GLOBAL INVESTORS INTL

23,461,995

$234,619.95

3.26%

12/31/2001

CAPITAL RESEARCH & MGMT CO

19,600,436

$196,004.36

2.72%

12/31/2001

VANGUARD GROUP

12,110,446

$133,214.91

1.68%

3/31/2002

SMITH BARNEY ASSET MGMT

9,669,919

$96,699.19

1.34%

12/31/2001

AMERICAN EXPRESS FINANCIAL

8,355,966

$91,915.63

1.16%

3/31/2002

MERRILL LYNCH INVESTMENT MANAGERS/FUND ASSET MGMT

7,893,306

$78,933.06

1.10%

12/31/2001

FIDELITY MGMT & RESEARCH CO

7,390,047

$73,900.47

1.03%

12/31/2001

DREYFUS CORPORATION

5,948,378

$65,432.16

0.83%

3/31/2002



* * * * *



HOLDINGS REPORT FOR MERRILL LYNCH INVESTMENT MANAGERS/FUND ASSET MGMT


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

American Int’l Group, Inc

19,002,966

$1,501,234.31

0.73%

12/31/2001

Citigroup Inc.

27,838,543

$1,391,927.15

0.54%

12/31/2001

Int’l Business Machines

10,491,318

$1,269,449.48

0.61%

12/31/2001

Exxon Mobil Corporation

31,837,596

$1,241,666.24

0.47%

12/31/2001

General Electric Company

30,466,984

$1,218,679.36

0.31%

12/31/2001

Microsoft Corporation

16,245,737

$1,072,218.64

0.30%

12/31/2001

Johnson & Johnson

17,260,174

$1,018,350.27

0.57%

12/31/2001

Merck & Co., Inc.

16,484,796

$972,602.96

0.73%

12/31/2001

Wal-Mart Stores, Inc.

14,944,706

$866,792.95

0.34%

12/31/2001

Pfizer Inc.

21,626,611

$865,064.44

0.35%

12/31/2001

Verizon Communications

17,977,610

$844,947.67

0.66%

12/31/2001

Wells Fargo & Company

19,205,173

$825,822.44

1.12%

12/31/2001

Intel Corporation

25,107,068

$778,319.11

0.37%

12/31/2001

AOL Time Warner Inc.

24,161,871

$773,179.87

0.54%

12/31/2001

PepsiCo, Inc.

14,783,154

$724,374.55

0.84%

12/31/2001



* * * * *



HOLDINGS REPORT FOR BARCLAYS GLOBAL INVESTORS INTL


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

General Electric Company

333,844,972

$13,353,798.88

3.36%

12/31/2001

Microsoft Corporation

171,672,007

$11,330,352.46

3.17%

12/31/2001

Citigroup Inc.

192,017,034

$9,600,851.70

3.74%

12/31/2001

Exxon Mobil Corporation

244,840,083

$9,548,763.24

3.60%

12/31/2001

Pfizer Inc.

220,836,909

$8,833,476.36

3.52%

12/31/2001

Wal-Mart Stores, Inc.

131,805,869

$7,644,740.40

2.96%

12/31/2001

American Int’l Group, Inc

89,894,418

$7,101,659.02

3.44%

12/31/2001

Intel Corporation

227,453,552

$7,051,060.11

3.39%

12/31/2001

Int’l Business Machines

55,457,876

$6,710,403

3.23%

12/31/2001

Johnson & Johnson

106,700,990

$6,295,358.41

3.50%

12/31/2001

AOL Time Warner Inc.

155,725,300

$4,983,209.60

3.50%

12/31/2001

Verizon Communications

102,632,354

$4,823,720.64

3.77%

12/31/2001

Merck & Co., Inc.

79,797,538

$4,708,054.74

3.51%

12/31/2001

SBC Communications Inc.

117,556,194

$4,584,691.57

3.51%

12/31/2001

Cisco Systems, Inc.

233,198,028

$4,197,564.50

3.19%

12/31/2001



* * * * *



Institutional Ownership

American Int’l Group, Inc (NYSE)
Sector: Financial Industry: Insurance (Prop. & Casualty)

Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

BARCLAYS GLOBAL INVESTORS INTL

89,894,418

$7,101,659.02

3.44%

12/31/2001

FIDELITY MGMT & RESEARCH CO

79,694,912

$6,295,898.05

3.05%

12/31/2001

ALLIANCE CAPITAL MGMT

60,901,716

$4,811,235.56

2.33%

12/31/2001

STATE STREET GLOBAL ADVISORS

58,826,040

$4,235,474.88

2.25%

3/31/2002

JP MORGAN FLEMING ASSET MGMT (US)

51,858,616

$4,096,830.66

1.98%

12/31/2001

CAPITAL RESEARCH & MGMT CO

45,742,464

$3,613,654.66

1.75%

12/31/2001

VANGUARD GROUP

43,680,768

$3,145,015.30

1.67%

3/31/2002

SMITH BARNEY ASSET MGMT

32,043,492

$2,531,435.87

1.23%

12/31/2001

TIAA CREF INVESTMENT MGMT INC

25,314,932

$1,999,879.63

0.97%

12/31/2001

PUTNAM INVESTMENT MGMT

23,395,780

$1,848,266.62

0.89%

12/31/2001

JANUS CAPITAL MGMT

22,343,616

$1,765,145.66

0.85%

12/31/2001

WELLINGTON MGMT

22,289,806

$1,760,894.67

0.85%

12/31/2001

NORTHERN TRUST CO

22,069,304

$1,743,475.02

0.84%

12/31/2001

DEUTSCHE BANKERS TRUST (NEW YORK)

21,850,686

$1,726,204.19

0.84%

12/31/2001

AIM CAPITAL MGMT

19,789,312

$1,563,355.65

0.76%

12/31/2001



* * * * *



HOLDINGS REPORT FOR PUTNAM INVESTMENT MGMT


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Citigroup Inc.

90,139,864

$4,506,993.20

1.76%

12/31/2001

Pfizer Inc.

105,746,167

$4,229,846.68

1.69%

12/31/2001

Microsoft Corporation

62,642,956

$4,134,435.10

1.16%

12/31/2001

General Electric Company

94,087,120

$3,763,484.80

0.95%

12/31/2001

Tyco Int’l. Ltd.

54,755,809

$3,230,592.73

2.74%

12/31/2001

Johnson & Johnson

52,508,168

$3,097,981.91

1.72%

12/31/2001

Philip Morris Companies

61,480,972

$2,828,124.71

2.86%

12/31/2001

Exxon Mobil Corporation

69,193,674

$2,698,553.29

1.02%

12/31/2001

Int’l Business Machines

21,392,040

$2,588,436.84

1.25%

12/31/2001

Intel Corporation

80,163,976

$2,485,083.26

1.20%

12/31/2001

SBC Communications Inc.

59,419,336

$2,317,354.10

1.77%

12/31/2001

Merck & Co., Inc.

38,946,405

$2,297,837.90

1.71%

12/31/2001

Schering-Plough Corp.

58,429,388

$2,103,457.97

3.99%

12/31/2001

Cisco Systems, Inc.

110,512,384

$1,989,222.91

1.51%

12/31/2001

American Int’l Group, Inc

23,395,780

$1,848,266.62

0.89%

12/31/2001



* * * * *



HOLDINGS REPORT FOR FIDELITY MGMT & RESEARCH CO


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Microsoft Corporation

245,204,118

$16,183,471.79

4.53%

12/31/2001

General Electric Company

279,367,456

$11,174,698.24

2.81%

12/31/2001

Pfizer Inc.

258,194,902

$10,327,796.08

4.12%

12/31/2001

Citigroup Inc.

195,835,504

$9,791,775.20

3.82%

12/31/2001

Fannie Mae

102,331,177

$8,186,494.16

10.23%

12/31/2001

Exxon Mobil Corporation

206,860,626

$8,067,564.41

3.05%

12/31/2001

Intel Corporation

248,976,176

$7,718,261.46

3.71%

12/31/2001

Philip Morris Companies

148,271,552

$6,820,491.39

6.91%

12/31/2001

American Int’l Group, Inc

79,694,912

$6,295,898.05

3.05%

12/31/2001

Bristol-Myers Squibb Co.

118,011,070

$6,018,564.57

6.09%

12/31/2001

Wal-Mart Stores, Inc.

97,433,201

$5,651,125.66

2.19%

12/31/2001

Tyco Int’l. Ltd.

92,625,224

$5,464,888.22

4.64%

12/31/2001

Int’l Business Machines

44,718,603

$5,410,950.96

2.60%

12/31/2001

The Coca-Cola Company

94,407,559

$4,437,155.27

3.80%

12/31/2001

Freddie Mac

66,893,556

$4,348,081.14

9.62%

12/31/2001



* * * * *



Institutional Ownership


Tyco Int’l. Ltd. (NYSE)



Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

ALLIANCE CAPITAL MGMT

113,192,054

$6,678,331.19

5.67%

12/31/2001

FIDELITY MGMT & RESEARCH CO

92,625,224

$5,464,888.22

4.64%

12/31/2001

SMITH BARNEY ASSET MGMT

65,474,367

$3,862,987.65

3.28%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

56,290,956

$3,321,166.40

2.82%

12/31/2001

PUTNAM INVESTMENT MGMT

54,755,809

$3,230,592.73

2.74%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

54,125,546

$3,193,407.21

2.71%

12/31/2001

JANUS CAPITAL MGMT

51,271,808

$3,025,036.67

2.57%

12/31/2001

DAVIS SELECTED ADVISERS

49,708,701

$2,932,813.36

2.49%

12/31/2001

MASSACHUSETTS FINANCIAL SERVICES

38,531,050

$2,273,331.95

1.93%

12/31/2001

WELLINGTON MGMT

31,708,338

$1,870,791.94

1.59%

12/31/2001

AMERICAN CENTURY INVESTMENTS

29,627,167

$1,748,002.85

1.48%

12/31/2001

BANC OF AMERICA

23,382,528

$1,379,569.15

1.17%

12/31/2001

AIM CAPITAL MGMT

21,866,380

$1,290,116.42

1.10%

12/31/2001

STATE STREET GLOBAL ADVISORS

35,999,105

$1,151,971.36

1.80%

3/31/2002

JENNISON ASSOCIATES

18,049,753

$1,064,935.43

0.90%

12/31/2001



* * * * *



HOLDINGS REPORT FOR ALLIANCE CAPITAL MGMT


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Citigroup Inc.

182,901,824

$9,145,091.20

3.57%

12/31/2001

General Electric Company

199,535,312

$7,981,412.48

2.01%

12/31/2001

Pfizer Inc.

184,207,281

$7,368,291.24

2.94%

12/31/2001

Tyco Int’l. Ltd.

113,192,054

$6,678,331.19

5.67%

12/31/2001

Microsoft Corporation

92,042,393

$6,074,797.94

1.70%

12/31/2001

Kohl’s Corporation

78,860,101

$5,520,207.07

23.46%

12/31/2001

MBNA Corporation

155,632,604

$5,447,141.14

18.27%

12/31/2001

American Int’l Group, Inc

60,901,716

$4,811,235.56

2.33%

12/31/2001

AOL Time Warner Inc.

130,013,597

$4,160,435.10

2.92%

12/31/2001

The Home Depot, Inc.

78,280,145

$3,992,287.40

3.33%

12/31/2001

Bank of America Corp.

58,332,215

$3,674,929.55

3.79%

12/31/2001

Johnson & Johnson

60,326,280

$3,559,250.52

1.98%

12/31/2001

Nokia Corporation

142,289,552

$3,557,238.80

3%

12/31/2001

Cardinal Health, Inc.

54,112,689

$3,517,324.79

12.04%

12/31/2001

AT&T Wireless Services

246,316,624

$3,448,432.74

9.11%

12/31/2001



* * * * *



Institutional Ownership


Pharmacia Corporation (NYSE)


Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

WELLINGTON MGMT

88,859,858

$3,820,973.89

6.85%

12/31/2001

CAPITAL RESEARCH & MGMT CO

69,982,658

$3,009,254.29

5.39%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

45,921,296

$1,974,615.73

3.54%

12/31/2001

ALLIANCE CAPITAL MGMT

34,424,219

$1,480,241.42

2.65%

12/31/2001

PRIMECAP MGMT CO

31,146,004

$1,339,278.17

2.40%

12/31/2001

PUTNAM INVESTMENT MGMT

30,374,760

$1,306,114.68

2.34%

12/31/2001

STATE STREET GLOBAL ADVISORS

27,241,533

$1,225,868.99

2.10%

3/31/2002

FIDELITY MGMT & RESEARCH CO

27,834,129

$1,196,867.55

2.15%

12/31/2001

VANGUARD GROUP

23,391,035

$1,052,596.58

1.80%

3/31/2002

TIAA CREF INVESTMENT MGMT INC

17,810,873

$765,867.54

1.37%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

16,753,032

$720,380.38

1.29%

12/31/2001

SMITH BARNEY ASSET MGMT

13,934,407

$599,179.50

1.07%

12/31/2001

JENNISON ASSOCIATES

12,633,908

$543,258.04

0.97%

12/31/2001

DRESDNER RCM GLOBAL INVESTORS (SAN FRANCISCO)

12,583,952

$541,109.94

0.97%

12/31/2001

MONTAG & CALDWELL

11,388,577

$512,485.97

0.88%

3/31/2002



* * * * *



HOLDINGS REPORT FOR WELLINGTON MGMT


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Citigroup Inc.

91,131,880

$4,556,594

1.78%

12/31/2001

Pharmacia Corporation

88,859,858

$3,820,973.89

6.85%

12/31/2001

Exxon Mobil Corporation

72,024,168

$2,808,942.55

1.06%

12/31/2001

Microsoft Corporation

42,393,235

$2,797,953.51

0.78%

12/31/2001

Int’l Business Machines

19,762,660

$2,391,281.86

1.15%

12/31/2001

Alcoa Inc.

62,336,950

$2,244,130.20

7.36%

12/31/2001

Abbott Laboratories

39,155,246

$2,192,693.78

2.52%

12/31/2001

General Electric Company

46,857,032

$1,874,281.28

0.47%

12/31/2001

Tyco Int’l. Ltd.

31,708,338

$1,870,791.94

1.59%

12/31/2001

AOL Time Warner Inc.

57,796,690

$1,849,494.08

1.30%

12/31/2001

American Int’l Group, Inc

22,289,806

$1,760,894.67

0.85%

12/31/2001

WorldCom Group

119,573,615

$1,674,030.61

4.04%

12/31/2001

Verizon Communications

33,650,997

$1,581,596.86

1.24%

12/31/2001

Pfizer Inc.

38,365,377

$1,534,615.08

0.61%

12/31/2001

Marsh & McLennan Co’s

14,128,399

$1,511,738.69

5.15%

12/31/2001



* * * * *



Institutional Ownership

Citigroup Inc. (NYSE)
Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

STATE STREET GLOBAL ADVISORS

226,134,288

$11,306,714.40

4.41%

3/31/2002

FIDELITY MGMT & RESEARCH CO

195,835,504

$9,791,775.20

3.82%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

192,017,034

$9,600,851.70

3.74%

12/31/2001

ALLIANCE CAPITAL MGMT

182,901,824

$9,145,091.20

3.57%

12/31/2001

WELLINGTON MGMT

91,131,880

$4,556,594

1.78%

12/31/2001

PUTNAM INVESTMENT MGMT

90,139,864

$4,506,993.20

1.76%

12/31/2001

VANGUARD GROUP

87,348,576

$4,367,428.80

1.70%

3/31/2002

JP MORGAN FLEMING ASSET MGMT (US)

79,366,968

$3,968,348.40

1.55%

12/31/2001

JANUS CAPITAL MGMT

74,527,648

$3,726,382.40

1.45%

12/31/2001

TRAVELERS ASSET MGMT

60,037,308

$3,001,865.40

1.17%

12/31/2001

TIAA CREF INVESTMENT MGMT INC

48,253,728

$2,412,686.40

0.94%

12/31/2001

DEUTSCHE BANKERS TRUST (NEW YORK)

40,906,632

$2,045,331.60

0.80%

12/31/2001

GOLDMAN SACHS ASSET MGMT

39,984,028

$1,999,201.40

0.78%

12/31/2001

BANC OF AMERICA

38,159,872

$1,907,993.60

0.74%

12/31/2001

AMERICAN EXPRESS FINANCIAL

37,895,188

$1,894,759.40

0.74%

3/31/2002



* * * * *



HOLDINGS REPORT FOR STATE STREET GLOBAL ADVISORS


Top Holdings

Company Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

Citigroup Inc.

226,134,288

$11,306,714.40

4.41%

3/31/2002

General Electric Company

238,303,104

$8,817,214.85

2.40%

3/31/2002

Int’l Business Machines

72,947,231

$7,513,564.79

4.25%

3/31/2002

Johnson & Johnson

114,183,304

$7,421,914.76

3.75%

3/31/2002

Microsoft Corporation

124,221,027

$7,329,040.59

2.29%

3/31/2002

Exxon Mobil Corporation

160,421,667

$7,058,553.35

2.36%

3/31/2002

BellSouth Corporation

171,548,234

$6,347,284.66

9.13%

3/31/2002

Morgan Stanley

108,672,129

$6,194,311.35

9.88%

3/31/2002

Pfizer Inc.

148,666,477

$5,946,659.08

2.37%

3/31/2002

Wal-Mart Stores, Inc.

93,307,338

$5,785,054.96

2.10%

3/31/2002

Merrill Lynch & Co., Inc.

100,994,333

$5,554,688.32

11.84%

3/31/2002

General Motors Corp.

83,989,589

$5,039,375.34

15.01%

3/31/2002

Intel Corporation

164,537,456

$4,936,123.68

2.45%

3/31/2002

Lockheed Martin Corp.

82,706,219

$4,796,960.70

18.65%

3/31/2002

The Boeing Company

90,289,325

$4,243,598.28

11.30%

3/31/2002



* * * * *



Institutional Ownership

Liberty Media Corp. (NYSE)



Top Institutional Holders

Institution Name

Shares Held

Position Value (000)

% Shs. Out.

Portfolio Date

ALLIANCE CAPITAL MGMT

194,674,208

$2,725,438.91

7.49%

12/31/2001

JANUS CAPITAL MGMT

90,747,704

$1,270,467.86

3.49%

12/31/2001

WELLINGTON MGMT

80,883,808

$1,132,373.31

3.11%

12/31/2001

SMITH BARNEY ASSET MGMT

64,976,848

$909,675.87

2.50%

12/31/2001

FIDELITY MGMT & RESEARCH CO

53,538,776

$749,542.86

2.06%

12/31/2001

JENNISON ASSOCIATES

52,700,288

$737,804.03

2.03%

12/31/2001

BARCLAYS GLOBAL INVESTORS INTL

50,197,340

$702,762.76

1.93%

12/31/2001

CAPITAL GUARDIAN TRUST

48,845,180

$683,832.52

1.88%

12/31/2001

JP MORGAN FLEMING ASSET MGMT (US)

37,840,776

$529,770.86

1.46%

12/31/2001

PUTNAM INVESTMENT MGMT

35,503,948

$497,055.27

1.37%

12/31/2001

GOLDMAN SACHS ASSET MGMT

34,784,284

$486,979.98

1.34%

12/31/2001

WALLACE R WEITZ & CO

33,402,480

$467,634.72

1.29%

12/31/2001

TIAA CREF INVESTMENT MGMT INC

30,272,935

$423,821.09

1.17%

12/31/2001

NEUBERGER BERMAN

34,510,852

$414,130.22

1.33%

3/31/2002

CAPITAL RESEARCH & MGMT CO

27,915,000

$390,810

1.07%

12/31/2001



Etc., etc., etc., etc., etc.


For more on THE CARLYLE GROUP birds, GO TO > > >

A CONNECTICUT YANKEE IN KING KAMEHAMEHA’S COURT

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BIRDS THAT DRINK FROM CESSPOOLS

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Originated May 13, 2002 by The Catbird
1