JAG CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 102
New Positions 25
Increased Positions 62
Decreased Positions 40
Positions with Activity 102
Sold Out Positions 13
Total Mkt Value (in $ millions) 527

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

Sector Weighting

Basic Materials 3.38%
Capital Goods 3.66%
Conglomerates
Consumer Cyclical 5.34%
Consumer/Non-Cyclical 9.25%
Energy 6.04%
Financial 14.12%
Healthcare 10.03%
Services 14.97%
Technology 32.43%
Transportation 0.64%
Utilities

102 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 23,118 2,119 10.09 225,545
GILEAD SCIENCES INC COM 22,144 10,973 98.23 205,877
UNDER ARMOUR INC CL A 19,608 145 .75 286,836
CELGENE CORP COM 19,220 893 4.87 202,277
EOG RES INC COM 18,395 228 1.25 167,408
DISCOVER FINL SVCS COM 17,593 499 2.92 282,080
GOOGLE INC CL A 17,087 7,549 79.15 29,341
DISNEY WALT CO COM DISNEY 16,619 -267 (1.58) 184,906
ACTIVISION BLIZZARD INC COM 16,493 658 4.16 700,643
MONSTER BEVERAGE CORP COM 16,112 -92 (0.57) 182,238
AKAMAI TECHNOLOGIES INC COM 16,100 1,561 10.74 266,467
QUALCOMM INC COM 15,797 -188 (1.18) 207,582
NIELSEN N V COM 15,438 1,720 12.54 328,538
MASTERCARD INC CL A 14,309 50 .35 188,754
MONSANTO CO NEW COM 14,135 6,086 75.60 122,224
STARBUCKS CORP COM 13,459 95 .71 172,970
MICRON TECHNOLOGY INC COM 13,324 13,324 New 408,717
CUMMINS INC COM 13,174 944 7.72 90,784
F5 NETWORKS INC COM 12,765 4,397 52.54 102,790
HALLIBURTON CO COM 12,417 5,536 80.46 183,650


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