BJCM
Blue Jay Capital Management Portfolio holdings
AUM $147M
1-Year Return
64.18%
This Quarter Return
+15.38%
1 Year Return
+64.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$37.7M
(+23%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
11.23%
Top 10 Holdings %
Top 10 Hldgs %
53.62%
Holding
27
New
12
Increased
1
Reduced
8
Closed
6
Top Buys
| 1 |
Biogen
BIIB
|
+$12.7M |
| 2 |
Globus Medical
GMED
|
+$11.8M |
| 3 |
WMGI
Wright Medical Group Inc
WMGI
|
+$9.53M |
| 4 |
ABMD
Abiomed Inc
ABMD
|
+$9.39M |
| 5 |
NVRO
NEVRO CORP.
NVRO
|
+$9.37M |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$11M |
| 2 |
Hologic
HOLX
|
+$11M |
| 3 |
Labcorp
LH
|
+$10.9M |
| 4 |
Boston Scientific
BSX
|
+$10.8M |
| 5 |
SHPG
Shire pic
SHPG
|
+$10.6M |
Sector Composition
| 1 | Healthcare | 78.31% |