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
$262M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.1M
3
+$2.6M
4
TMUS icon
T-Mobile US
TMUS
+$2.12M
5
AXP icon
American Express
AXP
+$1.97M

Top Sells

1
+$3.51M
2
+$2.19M
3
+$2.16M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.69M
5
MRK icon
Merck
MRK
+$1.68M

Sector Composition

1 Technology 36.26%
2 Financials 12.77%
3 Healthcare 12.33%
4 Consumer Discretionary 11.23%
5 Communication Services 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.1%
+3,377
152
$261K 0.1%
4,000
153
$255K 0.1%
2,929
-254
154
$251K 0.1%
+7,292
155
$248K 0.09%
2,175
+24
156
$247K 0.09%
+995
157
$242K 0.09%
+2,127
158
$231K 0.09%
1,183
159
$226K 0.09%
1,667
-1,406
160
$220K 0.08%
+4,713
161
$212K 0.08%
3,846
-2,772
162
$207K 0.08%
17,000
-11,000
163
$206K 0.08%
1,541
-26,248
164
$204K 0.08%
+1,577
165
$70K 0.03%
13,158
166
– –
-9,124
167
– –
-7,368
168
– –
-3,633
169
– –
-10,420
170
– –
-3,329
171
– –
-9,506
172
– –
-11,373
173
– –
-1,864
174
– –
-2,862
175
– –
-766
4 5 6
7
8