JSC
Jackson Square Capital Portfolio holdings
AUM
$450M
This Quarter Return
+14.83%
1 Year Return
+36.66%
3 Year Return
+201.02%
5 Year Return
+377.27%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+15%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
6.85%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
373
New
43
Increased
89
Reduced
75
Closed
38
Top Buys
| 1 |
Apple
AAPL
|
$7.29M |
| 2 |
Varonis Systems
VRNS
|
$3.73M |
| 3 |
SBA Communications
SBAC
|
$1.13M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.07M |
| 5 |
Air Products & Chemicals
APD
|
$1.04M |
Top Sells
| 1 |
Workday
WDAY
|
$1.76M |
| 2 |
NetApp
NTAP
|
$1.1M |
| 3 |
DocuSign
DOCU
|
$927K |
| 4 |
Intel
INTC
|
$914K |
| 5 |
SPLK
Splunk Inc
SPLK
|
$880K |
Sector Composition
| 1 | Technology | 46.39% |
| 2 | Healthcare | 14.68% |
| 3 | Consumer Discretionary | 8.38% |
| 4 | Financials | 8.01% |
| 5 | Communication Services | 7.03% |
