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
$156M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.9M
3
+$12.1M
4
ABMD
Abiomed Inc
ABMD
+$11.7M
5
PDCO
Patterson Companies, Inc.
PDCO
+$6.63M

Top Sells

1
+$20.2M
2
+$19.9M
3
+$17.8M
4
ENDP
Endo International plc
ENDP
+$15.6M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$15M

Sector Composition

1 Healthcare 84.17%
2 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-255,080
27
– –
-216,339
28
– –
-450,000
29
– –
-295,000
30
– –
-290,000
31
– –
-385,000
1
2