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
$53.5B
-283
PANW icon
152
Palo Alto Networks
PANW
$136B
-2,194
PG icon
153
Procter & Gamble
PG
$340B
-3,848
BBY icon
154
Best Buy
BBY
$15.6B
-5,738
CAVA icon
155
CAVA Group
CAVA
$6.32B
-3,351
CRM icon
156
Salesforce
CRM
$236B
-1,841
ASML icon
157
ASML
ASML
$430B
-253
QCOM icon
158
Qualcomm
QCOM
$186B
-6,049
SAP icon
159
SAP
SAP
$286B
-19,188
SPGI icon
160
S&P Global
SPGI
$150B
-834
TTD icon
161
Trade Desk
TTD
$19B
-8,000