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
$403M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.84M
3
+$3.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.74M
5
MNDY icon
monday.com
MNDY
+$2.68M

Top Sells

1
+$5.95M
2
+$3.77M
3
+$3.57M
4
MRK icon
Merck
MRK
+$3.54M
5
MCK icon
McKesson
MCK
+$3.48M

Sector Composition

1 Technology 45.39%
2 Healthcare 11.81%
3 Communication Services 8.49%
4 Financials 7.69%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.07%
425
127
$243K 0.06%
1,000
128
$237K 0.06%
1,752
129
$230K 0.06%
+4,312
130
$229K 0.06%
2,990
131
$223K 0.06%
+814
132
$219K 0.05%
+1,443
133
$210K 0.05%
+14,299
134
– –
-7,088
135
– –
-8,141
136
– –
-3,181
137
– –
-4,544
138
– –
-16,263
139
– –
-15,533
140
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-3,749
141
– –
-7,300
142
– –
-7,717
143
– –
-6,147
144
– –
-3,792
145
– –
-1,877
146
– –
-7,402
147
– –
-7,635
148
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-4,269
149
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-1,159
150
– –
-17,910
3 4 5
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