JSC
Jackson Square Capital Portfolio holdings
AUM
$450M
1-Year Return
36.66%
This Quarter Return
-12.4%
1 Year Return
+36.66%
3 Year Return
+201.02%
5 Year Return
+377.27%
10 Year Return
–
AUM
$237M
AUM Growth
-$83.9M
(-26%)
Cap. Flow
-$34.1M
Cap. Flow
% of AUM
-14.39%
Top 10 Holdings %
Top 10 Hldgs %
35.06%
Holding
193
New
15
Increased
38
Reduced
66
Closed
55
Top Buys
| 1 |
Shell
SHEL
|
$6.22M |
| 2 |
UnitedHealth
UNH
|
$4.07M |
| 3 |
Air Products & Chemicals
APD
|
$4.05M |
| 4 |
Snowflake
SNOW
|
$3.19M |
| 5 |
Royalty Pharma
RPRX
|
$2.61M |
Top Sells
| 1 |
Bath & Body Works
BBWI
|
$3.89M |
| 2 |
Ciena
CIEN
|
$3.81M |
| 3 |
FRC
First Republic Bank
FRC
|
$3.63M |
| 4 |
Marvell Technology
MRVL
|
$3.17M |
| 5 |
Target
TGT
|
$2.94M |
Sector Composition
| 1 | Technology | 29.81% |
| 2 | Healthcare | 22.75% |
| 3 | Energy | 11.31% |
| 4 | Consumer Discretionary | 8.42% |
| 5 | Financials | 6.6% |
