JAG CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 86
New Positions 7
Increased Positions 43
Decreased Positions 41
Positions with Activity 84
Sold Out Positions 10
Total Mkt Value (in $ millions) 513

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

Sector Weighting

Basic Materials 2.21%
Capital Goods 6.91%
Conglomerates
Consumer Cyclical 4.01%
Consumer/Non-Cyclical 8.11%
Energy 5.59%
Financial 13.98%
Healthcare 9.22%
Services 20.79%
Technology 28.61%
Transportation 0.35%
Utilities

84 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 19,508 -230 (1.17) 204,869
EOG RES INC COM 18,790 4,736 33.70 165,334
ILLUMINA INC COM 18,770 -4,987 (20.99) 106,264
NETFLIX INC COM 17,298 -220 (1.25) 39,317
CELGENE CORP COM 17,203 -251 (1.44) 192,880
DISCOVER FINL SVCS COM 17,147 -331 (1.89) 274,085
UNDER ARMOUR INC CL A 16,724 -168 (0.99) 284,710
QUALCOMM INC COM 16,721 -195 (1.15) 210,057
AMAZON COM INC COM 16,698 -259 (1.53) 48,233
DISNEY WALT CO COM DISNEY 16,324 3,503 27.32 187,873
ACTIVISION BLIZZARD INC COM 15,095 3,024 25.06 672,679
AKAMAI TECHNOLOGIES INC COM 14,414 -299 (2.03) 240,634
MASTERCARD INC CL A 14,263 -5,105 (26.36) 188,094
NIELSEN N V COM 14,196 3,101 27.94 291,925
STARBUCKS CORP COM 13,500 -5,003 (27.04) 171,751
MONSTER BEVERAGE CORP COM 13,012 -185 (1.4) 183,273
CUMMINS INC COM 12,830 -271 (2.07) 84,282
TEREX CORP NEW COM 10,951 10,951 New 275,924
ARM HLDGS PLC SPONSORED ADR 10,550 -20 (0.19) 244,040
AMGEN INC COM 10,223 -203 (1.95) 85,358


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