Junto Capital Management as of Dec. 31, 2014
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Huron Consulting (HURN) | 11.3 | $37M | 538k | 68.39 | |
| Legg Mason | 11.0 | $36M | 671k | 53.37 | |
| Janus Capital | 9.6 | $31M | 1.9M | 16.13 | |
| Ims Health Holdings | 7.0 | $23M | 894k | 25.64 | |
| Nice Sys Sponsored Adr (NICE) | 6.4 | $21M | 413k | 50.65 | |
| SEI Investments Company (SEIC) | 6.4 | $21M | 521k | 40.04 | |
| Equifax (EFX) | 6.2 | $20M | 248k | 80.87 | |
| Korn Ferry Intl Com New (KFY) | 5.5 | $18M | 622k | 28.76 | |
| Total System Services | 5.3 | $17M | 509k | 33.96 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 5.1 | $17M | 329k | 50.53 | |
| Verisk Analytics Cl A (VRSK) | 4.8 | $16M | 246k | 64.05 | |
| Ptc (PTC) | 4.5 | $15M | 401k | 36.65 | |
| Evercore Partners Class A (EVR) | 4.5 | $15M | 279k | 52.37 | |
| Stifel Financial (SF) | 4.4 | $14M | 283k | 51.02 | |
| Veeva Sys Cl A Com (VEEV) | 4.0 | $13M | 488k | 26.41 | |
| Global Payments (GPN) | 3.9 | $13M | 159k | 80.73 |
