JSC

Jackson Square Capital Portfolio holdings

AUM $459M
1-Year Est. Return 47.72%
This Quarter Est. Return
1 Year Est. Return
+47.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.75M
3
+$3.54M
4
CAT icon
Caterpillar
CAT
+$3.47M
5
APD icon
Air Products & Chemicals
APD
+$3.01M

Top Sells

1
+$4.5M
2
+$4.22M
3
+$3.27M
4
OLN icon
Olin
OLN
+$2.95M
5
ADI icon
Analog Devices
ADI
+$2.94M

Sector Composition

1 Technology 34.22%
2 Healthcare 20.5%
3 Financials 8.84%
4 Consumer Discretionary 8.13%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.52%
16,177
-1,699
27
$3.06M 1.23%
75,416
-9,768
28
$2.89M 1.16%
5,375
+547
29
$2.85M 1.15%
+43,886
30
$2.85M 1.15%
+16,792
31
$2.79M 1.12%
46,234
-2,040
32
$2.51M 1.01%
30,041
+22,844
33
$2.42M 0.97%
5,463
+592
34
$2.29M 0.92%
5,827
-74
35
$2.16M 0.87%
11,648
+3,165
36
$2.02M 0.81%
9,723
+46
37
$1.96M 0.79%
30,420
-1,580
38
$1.87M 0.75%
17,479
-8,479
39
$1.72M 0.69%
+70,000
40
$1.68M 0.68%
19,834
+10,299
41
$1.67M 0.67%
5,797
-619
42
$1.48M 0.59%
+13,916
43
$1.35M 0.54%
10,548
-16,548
44
$1.35M 0.54%
7,207
-2,488
45
$1.25M 0.5%
10,352
46
$1.2M 0.48%
+13,362
47
$1.19M 0.48%
+43,095
48
$1.19M 0.48%
2,531
-3,222
49
$1.18M 0.47%
37,447
-72
50
$1.14M 0.46%
17,404
-49,983
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