JSC

Jackson Square Capital Portfolio holdings

AUM $477M
1-Year Est. Return 78.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.67M
3
+$4.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.95M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$6.81M
2
+$5.84M
3
+$5.08M
4
LLY icon
Eli Lilly
LLY
+$4.28M
5
AVGO icon
Broadcom
AVGO
+$3.49M

Sector Composition

1 Technology 49.4%
2 Communication Services 11.59%
3 Industrials 7.63%
4 Consumer Discretionary 6.11%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.07%
457
+31
127
$295K 0.06%
+4,137
128
$284K 0.06%
3,077
+386
129
$275K 0.06%
3,640
-6,430
130
$272K 0.06%
1,919
-114
131
$271K 0.06%
8,304
-7,172
132
$268K 0.06%
4,002
133
$260K 0.06%
+925
134
$256K 0.06%
+854
135
$252K 0.05%
2,560
-316
136
$250K 0.05%
+3,274
137
$232K 0.05%
54
138
$224K 0.05%
+9,109
139
$203K 0.04%
+1,394
140
$203K 0.04%
+1,471
141
$200K 0.04%
2,385
-386
142
$200K 0.04%
+2,000
143
$198K 0.04%
+25,964
144
$14.1K ﹤0.01%
12,500
-35,694
145
– –
-253
146
– –
-5,738
147
– –
-1,841
148
– –
-1,695
149
– –
-20,224
150
– –
-8,672
3 4 5
6
7