JSC
Jackson Square Capital Portfolio holdings
AUM
$450M
1-Year Return
36.66%
This Quarter Return
+17.97%
1 Year Return
+36.66%
3 Year Return
+201.02%
5 Year Return
+377.27%
10 Year Return
–
AUM
$260M
AUM Growth
+$33.1M
(+15%)
Cap. Flow
+$4.78M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
28.94%
Holding
346
New
11
Increased
69
Reduced
48
Closed
200
Top Buys
| 1 |
FRC
First Republic Bank
FRC
|
$2.65M |
| 2 |
JPMorgan Chase
JPM
|
$1.89M |
| 3 |
T-Mobile US
TMUS
|
$1.8M |
| 4 |
Crown Holdings
CCK
|
$1.72M |
| 5 |
Ulta Beauty
ULTA
|
$1.43M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$1.94M |
| 2 |
Air Products & Chemicals
APD
|
$1.21M |
| 3 |
SBA Communications
SBAC
|
$1.18M |
| 4 |
Zoom
ZM
|
$1.14M |
| 5 |
AbbVie
ABBV
|
$1.12M |
Sector Composition
| 1 | Technology | 44.93% |
| 2 | Healthcare | 12.59% |
| 3 | Consumer Discretionary | 9.87% |
| 4 | Financials | 9.48% |
| 5 | Communication Services | 8.38% |
