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
$415M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.35M
3
+$3.63M
4
VRT icon
Vertiv
VRT
+$3.36M
5
MRVL icon
Marvell Technology
MRVL
+$3.06M

Top Sells

1
+$6.52M
2
+$4.43M
3
+$3.29M
4
KLAC icon
KLA
KLAC
+$3.23M
5
LLY icon
Eli Lilly
LLY
+$2.84M

Sector Composition

1 Technology 48.16%
2 Financials 9.22%
3 Communication Services 8.35%
4 Healthcare 8.16%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.08%
2,760
+19
127
$341K 0.08%
634
-4
128
$341K 0.08%
63,773
129
$313K 0.08%
+3,315
130
$302K 0.07%
2,903
131
$301K 0.07%
18,479
+4,180
132
$281K 0.07%
1,700
-538
133
$267K 0.06%
1,676
+233
134
$267K 0.06%
425
135
$260K 0.06%
+1,009
136
$258K 0.06%
+1,460
137
$242K 0.06%
1,000
138
$227K 0.05%
2,990
139
$215K 0.05%
1,752
140
$210K 0.05%
+43,996
141
$208K 0.05%
+2,249
142
– –
-9,651
143
– –
-8,831
144
– –
-12,079
145
– –
-8,468
146
– –
-39,515
147
– –
-28,900
148
– –
-15,955
149
– –
-1,633
150
– –
-4,312
3 4 5
6
7