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
$223M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.16M
3
+$3.9M
4
AMZN icon
Amazon
AMZN
+$3.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.11M

Top Sells

1
+$3.82M
2
+$3.8M
3
+$3.03M
4
XOM icon
Exxon Mobil
XOM
+$2.76M
5
APD icon
Air Products & Chemicals
APD
+$2.73M

Sector Composition

1 Technology 37.57%
2 Healthcare 21.94%
3 Consumer Discretionary 7.58%
4 Financials 6.78%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 5.77%
78,131
-1,790
2
$9.53M 4.27%
33,059
-2,909
3
$9M 4.03%
56,464
+14,036
4
$8.85M 3.96%
25,758
+2,049
5
$7.75M 3.47%
75,056
+30,403
6
$6.54M 2.93%
11,347
-22
7
$6.37M 2.85%
229,290
+101,890
8
$6.03M 2.7%
19,520
-591
9
$5.73M 2.57%
94,971
+50
10
$5.49M 2.46%
15,584
+3,962
11
$5.15M 2.31%
23,059
-503
12
$5.06M 2.26%
22,428
+269
13
$4.89M 2.19%
45,976
+39,119
14
$4.86M 2.18%
46,852
+29,963
15
$4.7M 2.1%
12,164
+1,433
16
$4.5M 2.01%
54,654
-1,214
17
$4.36M 1.95%
68,030
+1,010
18
$4.22M 1.89%
+6,204
19
$4.2M 1.88%
28,972
-768
20
$4.16M 1.86%
67,387
+37,879
21
$4.14M 1.85%
35,644
-1,715
22
$3.97M 1.78%
39,173
-225
23
$3.9M 1.74%
+39,763
24
$3.76M 1.68%
17,876
-235
25
$3.57M 1.6%
85,184
+56,324
1
2 3 4 5