BJCM

Blue Jay Capital Management Portfolio holdings

AUM $147M
1-Year Est. Return 64.18%
This Quarter Est. Return
1 Year Est. Return
+64.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$15.6M
3
+$15M
4
NVRO
NEVRO CORP.
NVRO
+$12.8M
5
IPXL
Impax Laboratories, Inc.
IPXL
+$12.6M

Top Sells

1
+$16M
2
+$14.7M
3
+$14.1M
4
NUVA
NuVasive, Inc.
NUVA
+$13.7M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$12.9M

Sector Composition

1 Healthcare 82.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-473,008
27
– –
-144,710
28
– –
-73,333
29
– –
-285,000
30
– –
-89,884
31
– –
-150,000
1
2