JAG CAPITAL MANAGEMENT, LLC Information

9841 CLAYTON RD, ST LOUIS, Missouri, 63124, (314) 997-1277

Report Date: 12/31/2014

Position Statistics

Total Positions 99
New Positions 28
Increased Positions 73
Decreased Positions 23
Positions with Activity 96
Sold Out Positions 2
Total Mkt Value (in $ millions) 576

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.3%
Capital Goods 3.4%
Conglomerates
Consumer Cyclical 4.26%
Consumer/Non-Cyclical 10.23%
Energy 0.54%
Financial 12.52%
Healthcare 16%
Services 18.39%
Technology 30.19%
Transportation 2.01%
Utilities

99 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 29,504 1,000 3.51 229,678
MONSTER BEVERAGE CORP COM 25,793 340 1.34 182,776
CELGENE CORP COM 25,352 890 3.64 208,609
DISNEY WALT CO COM DISNEY 22,947 1,477 6.88 220,474
GILEAD SCIENCES INC COM 19,760 283 1.45 190,866
AKAMAI TECHNOLOGIES INC COM 19,576 1,227 6.68 281,629
ELECTRONIC ARTS INC COM 18,750 1,534 8.91 327,919
DISCOVER FINL SVCS COM 17,701 591 3.45 290,277
MASTERCARD INC CL A 16,969 132 .79 188,267
F5 NETWORKS INC COM 16,940 802 4.97 143,420
KROGER CO COM 16,794 9,205 121.31 236,033
CUMMINS INC COM 16,706 3,913 30.58 117,459
MICRON TECHNOLOGY INC COM 16,333 1,375 9.20 532,548
MICROSOFT CORP COM 16,161 653 4.21 368,561
ILLUMINA INC COM 15,788 4,668 41.98 80,771
CVS HEALTH CORP COM 15,744 121 .77 151,573
UNDER ARMOUR INC CL A 15,205 -6,964 (31.41) 197,446
INTUITIVE SURGICAL INC COM NEW 15,082 9,403 165.58 30,164
REGENERON PHARMACEUTICALS COM 14,655 94 .65 35,413
STARBUCKS CORP COM 13,598 111 .83 145,460


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