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
$348M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.45M
3
+$2.72M
4
BP icon
BP
BP
+$2.12M
5
ZM icon
Zoom
ZM
+$1.77M

Top Sells

1
+$3.28M
2
+$2.89M
3
+$2.47M
4
DIS icon
Walt Disney
DIS
+$1.79M
5
CRM icon
Salesforce
CRM
+$1.78M

Sector Composition

1 Technology 37.05%
2 Financials 14.02%
3 Healthcare 11.6%
4 Consumer Discretionary 10.68%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.07%
3,846
177
$249K 0.07%
6,676
-2,298
178
$242K 0.07%
935
179
$238K 0.07%
4,203
-6,423
180
$229K 0.07%
600
-6
181
$222K 0.06%
6,172
-706
182
$217K 0.06%
+3,509
183
$204K 0.06%
+3,556
184
$202K 0.06%
+356
185
$200K 0.06%
+2,330
186
$172K 0.05%
17,978
187
$41K 0.01%
6,078
188
– –
-9,152
189
– –
-3,672
190
– –
-1,599
191
– –
-4,622
192
– –
-7,272
193
– –
-3,773
194
– –
-13,485
195
– –
-4,496
196
– –
-12,041
197
– –
-4,003
4 5 6 7
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