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
$205M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.04M
3
+$1.29M
4
TGT icon
Target
TGT
+$1.24M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$5.55M
2
+$2.53M
3
+$2.34M
4
PSX icon
Phillips 66
PSX
+$2.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.11M

Sector Composition

1 Technology 32.36%
2 Healthcare 21.13%
3 Energy 9.75%
4 Consumer Discretionary 9.44%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 6.59%
97,799
-15,123
2
$12.4M 6.03%
53,079
+3,810
3
$8.86M 4.32%
78,446
+2,565
4
$7.88M 3.85%
24,384
-645
5
$6.12M 2.98%
70,063
+2,637
6
$5.93M 2.89%
11,695
-12
7
$5.66M 2.76%
42,184
+2,516
8
$5.53M 2.7%
20,717
-165
9
$5.51M 2.69%
24,065
+779
10
$5.42M 2.64%
56,689
-22,091
11
$4.89M 2.39%
98,293
-20,680
12
$4.57M 2.23%
91,174
13
$4.3M 2.1%
96,910
-1,950
14
$4.19M 2.04%
10,448
+2,357
15
$4M 1.95%
+13,078
16
$3.99M 1.94%
17,128
-690
17
$3.87M 1.89%
7,657
-273
18
$3.75M 1.83%
38,748
-10,888
19
$3.74M 1.83%
27,892
+3,449
20
$3.46M 1.69%
20,730
+5,713
21
$3.13M 1.53%
11,194
+2,605
22
$3.08M 1.5%
17,350
-136
23
$2.76M 1.35%
9,134
-744
24
$2.66M 1.3%
16,291
+95
25
$2.62M 1.28%
32,471
-209
1
2 3 4 5