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
$388M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.93M
3
+$3.78M
4
COHR icon
Coherent
COHR
+$3.37M
5
DELL icon
Dell
DELL
+$3.16M

Top Sells

1
+$3.77M
2
+$2.86M
3
+$2.83M
4
XOM icon
Exxon Mobil
XOM
+$2.17M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.81M

Sector Composition

1 Technology 47.92%
2 Healthcare 13.45%
3 Consumer Discretionary 7.15%
4 Communication Services 7.09%
5 Financials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.06%
3,675
-40
127
$222K 0.06%
3,792
128
$222K 0.06%
2,581
-122
129
$218K 0.06%
+3,111
130
$218K 0.06%
+1,709
131
$217K 0.06%
+2,817
132
$211K 0.05%
+2,990
133
$206K 0.05%
+1,000
134
$203K 0.05%
+2,497
135
$114K 0.03%
63,773
136
$102K 0.03%
+10,938
137
$46.3K 0.01%
+10,230
138
– –
-16,303
139
– –
-4,015
140
– –
-6,120
141
– –
-2,400
142
– –
-3,947
143
– –
-58,458
144
– –
-10,239
145
– –
-8,742
146
– –
-10,347
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