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
$459M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$6.11M
3 +$4.59M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M
5
MSFT icon
Microsoft
MSFT
+$3.16M

Top Sells

1 +$7.78M
2 +$5.84M
3 +$4.79M
4
LLY icon
Eli Lilly
LLY
+$4.39M
5
AVGO icon
Broadcom
AVGO
+$3.76M

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
MSTR icon
151
Strategy Inc
MSTR
$83.2B
-283
MS icon
152
Morgan Stanley
MS
$252B
-2,741
IBM icon
153
IBM
IBM
$262B
-2,782
GILD icon
154
Gilead Sciences
GILD
$152B
-6,850
EZU icon
155
iShare MSCI Eurozone ETF
EZU
$8.03B
-8,672
EQT icon
156
EQT Corp
EQT
$33.7B
-20,224
EMR icon
157
Emerson Electric
EMR
$72.8B
-1,695
CRM icon
158
Salesforce
CRM
$231B
-1,841
CAVA icon
159
CAVA Group
CAVA
$7.29B
-3,351
BBY icon
160
Best Buy
BBY
$16.7B
-5,738
ASML icon
161
ASML
ASML
$400B
-253