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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: stockman_scott who wrote (139807)8/24/1999 5:20:00 PM
From: freeus  Read Replies (1) of 176387
 
To Scott and all:
Janus 20 will no longer give me the % of each stock that they hold: when I get the quarterly report I'll know but that is always months behind the times. Oh well.
Their website shows merely that:
The top 10 holdings of Janus 20 are:
Aol MCI Worldcom
Amer Internl Group MSFT
Csco Nokia
Dell Sun Microsystems
GE Time Warner

In addition whereas the top 10 used to be 65% of the fund now its 53% so they are diversifying (deworsyfying)? more. They must have had too many complaints from the downturn of this year...too bad because its their aggressive stance that had them in the number one and two position in growth mutual funds for so long.
Also their holdings of internets is 9% so I assume that's mostly aol, down considerably.
Computers 8.3%, mostly Dell, down considerably.
Tellicommunications 6.4% and Multi Media 6%.
Freeus
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