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) 329

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 2.69%
Consumer/Non-Cyclical
Energy 2.06%
Financial 4.28%
Healthcare 18.68%
Services 20.3%
Technology 35.56%
Transportation 15.66%
Utilities

38 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 18,644 863 4.85 161,126
SKYWORKS SOLUTIONS INC COM 16,521 -10,814 (39.56) 173,557
TRACTOR SUPPLY CO COM 16,086 1,044 6.94 174,318
CERNER CORP COM 14,967 982 7.03 203,916
VIRTUSA CORP COM 14,548 -67 (0.46) 308,734
EXPRESS SCRIPTS HLDG CO COM 14,264 -450 (3.06) 156,254
MCKESSON CORP COM 13,603 715 5.55 59,965
COGNIZANT TECHNOLOGY SOLUTIONS CL A 13,004 -20 (0.15) 208,874
GOOGLE INC CL C 12,540 114 .92 19,844
HONEYWELL INTL INC COM 12,422 628 5.33 117,695
SYNAPTICS INC COM 12,392 687 5.87 155,211
NOVO-NORDISK A S ADR 11,525 436 3.93 194,192
CANADIAN NATL RY CO COM 11,005 5 .04 175,969
KIRBY CORP COM 10,791 2,354 27.90 143,825
PRICELINE GRP INC COM NEW 10,431 183 1.79 8,554
METTLER TOLEDO INTERNATIONAL COM 10,297 -535 (4.94) 30,487
SIGNATURE BK NEW YORK N Y COM 9,919 596 6.39 67,719
ROSS STORES INC COM 9,562 -33 (0.34) 181,130
FEDEX CORP COM 9,370 3,180 51.38 54,511
BIOGEN INC COM 9,255 -2,828 (23.4) 29,537


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