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
$205M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.04M
3
+$1.29M
4
TGT icon
Target
TGT
+$1.24M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$5.55M
2
+$2.53M
3
+$2.34M
4
PSX icon
Phillips 66
PSX
+$2.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.11M

Sector Composition

1 Technology 32.36%
2 Healthcare 21.13%
3 Energy 9.75%
4 Consumer Discretionary 9.44%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.16%
1,226
-109
102
$316K 0.15%
3,087
-435
103
$306K 0.15%
19,959
-5,302
104
$289K 0.14%
4,084
105
$287K 0.14%
3,500
+1,070
106
$285K 0.14%
6,542
107
$269K 0.13%
4,323
-24,054
108
$252K 0.12%
5,826
+369
109
$246K 0.12%
1,845
-914
110
$235K 0.11%
2,194
111
$234K 0.11%
5,538
-6,006
112
$231K 0.11%
1,327
113
$229K 0.11%
5,726
-1,041
114
$227K 0.11%
1,255
-25
115
$221K 0.11%
+1,051
116
$217K 0.11%
560
117
$188K 0.09%
17,978
118
$171K 0.08%
+16,364
119
$132K 0.06%
10,749
-5,227
120
$52K 0.03%
63,773
121
$49K 0.02%
+26,396
122
$17K 0.01%
6,078
123
– –
-601
124
– –
-2,273
125
– –
-861
3 4
5
6 7