Janus Funds 4Q Moves
Author:
Stella Athens
Report
Source:
thestreet.com ®
(Added 2/20/2001 6:46:45 AM)
Categories:
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Article:
Janus Funds 4Q Moves
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4Q Moves
Chip stocks
Upped exposure in TXN, LLTC, MXIM, AMCC, BRCM,
PMCS, VTSS
Kept INTC position modest
Cut exposure to XLNX, dumped RFMD and CY
Fiber Optics
Upped GLW, CSCO, JNPR, CIEN, JDSU
Cut NT positions, dumped all LU
PC and software
Cut AAPL stake in half
Cut positions in IBM, GTW, MSFT
Net Stocks and B2B
Cut positions in AOL, EBAY, AMZN, DCLK
Bought ITWO, ARBA
Sold HLTH and all of YHOO
Here is table showing Janus’ Top 15 positions Source of info is
bigdough.com and Baseline/Thomson Financial. Returns through
Feb. 15
Stock
% of
Fund's
Assets
YTD
Return
AOL
7.3
39%
NOK
5
-39.1
CSCO
3.8
-26.1
GE
3.2
-2
EMC
3.1
-16.9
CMCSK
2.4
2.1
TXN
2
-22.7
TMX
1.8
19.3
VIA.B
1.8
11.8
ENE
1.8
-7.8
BA
1.5
-9.1
SUNW
1.5
-16.8
LLTC
1.4
25.7
C
1.1
5.8
MXIM
1.1
25.9
Totals/Averages
38.8
-0.7
S&P 500
14.6
-1.4 |
