MITCHELL CAPITAL MANAGEMENT CO Information

11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, Kansas, 66211, (913) 428-3222

Report Date: 03/31/2015

Position Statistics

Total Positions 38
New Positions 4
Increased Positions 23
Decreased Positions 13
Positions with Activity 36
Sold Out Positions 3
Total Mkt Value (in $ millions) 325

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 2.76%
Consumer/Non-Cyclical
Energy 2.77%
Financial 4.25%
Healthcare 18.5%
Services 19.97%
Technology 34.55%
Transportation 16.41%
Utilities

38 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKYWORKS SOLUTIONS INC COM 17,060 -11,167 (39.56) 173,557
GILEAD SCIENCES INC COM 16,920 783 4.85 161,126
TRACTOR SUPPLY CO COM 15,194 986 6.94 174,318
CERNER CORP COM 14,704 965 7.03 203,916
EXPRESS SCRIPTS HLDG CO COM 13,519 -426 (3.06) 156,254
MCKESSON CORP COM 13,489 709 5.55 59,965
SYNAPTICS INC COM 13,376 742 5.87 155,211
VIRTUSA CORP COM 12,482 -58 (0.46) 308,734
COGNIZANT TECHNOLOGY SOLUTIONS CL A 12,353 -19 (0.15) 208,874
HONEYWELL INTL INC COM 12,064 610 5.33 117,695
CANADIAN NATL RY CO COM 11,589 5 .04 175,969
BIOGEN INC COM 11,408 -3,486 (23.4) 29,537
KIRBY CORP COM 11,277 2,460 27.90 143,825
NOVO-NORDISK A S ADR 11,100 419 3.93 194,192
PRICELINE GRP INC COM NEW 10,782 189 1.79 8,554
GOOGLE INC CL C 10,674 97 .92 19,844
METTLER TOLEDO INTERNATIONAL COM 9,771 -507 (4.94) 30,487
FEDEX CORP COM 9,361 3,177 51.38 54,511
ROSS STORES INC COM 9,210 -32 (0.34) 90,565
SIGNATURE BK NEW YORK N Y COM 9,075 545 6.39 67,719


Latest News Headlines

View All Latest Headlines
Create your free portfolio