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) 572

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

Sector Weighting

Basic Materials 2.2%
Capital Goods 3.28%
Conglomerates
Consumer Cyclical 4.55%
Consumer/Non-Cyclical 10.16%
Energy 0.58%
Financial 12.27%
Healthcare 16.22%
Services 18.96%
Technology 29.65%
Transportation 1.96%
Utilities

73 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 28,652 971 3.51 229,678
MONSTER BEVERAGE CORP COM 25,023 330 1.34 182,776
CELGENE CORP COM 23,671 831 3.64 208,609
DISNEY WALT CO COM DISNEY 23,522 1,514 6.88 220,474
AKAMAI TECHNOLOGIES INC COM 20,249 1,269 6.68 281,629
GILEAD SCIENCES INC COM 19,350 277 1.45 190,866
ELECTRONIC ARTS INC COM 18,373 1,503 8.91 327,919
DISCOVER FINL SVCS COM 17,150 572 3.45 290,277
KROGER CO COM 16,957 9,295 121.31 236,033
F5 NETWORKS INC COM 16,668 789 4.97 143,420
MASTERCARD INC CL A 16,366 128 .79 188,267
INTUITIVE SURGICAL INC COM NEW 16,310 10,168 165.58 30,164
REGENERON PHARMACEUTICALS COM 15,848 102 .65 35,413
CUMMINS INC COM 15,721 3,682 30.58 117,459
ILLUMINA INC COM 15,440 4,565 41.98 80,771
MICROSOFT CORP COM 15,338 620 4.21 368,561
CVS HEALTH CORP COM 15,216 117 .77 151,573
MICRON TECHNOLOGY INC COM 14,922 1,257 9.20 532,548
STARBUCKS CORP COM 13,854 113 .83 290,920
NETFLIX INC COM 12,995 98 .76 22,737