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
$403M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.84M
3
+$3.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.74M
5
MNDY icon
monday.com
MNDY
+$2.68M

Top Sells

1
+$5.95M
2
+$3.77M
3
+$3.57M
4
MRK icon
Merck
MRK
+$3.54M
5
MCK icon
McKesson
MCK
+$3.48M

Sector Composition

1 Technology 45.39%
2 Healthcare 11.81%
3 Communication Services 8.49%
4 Financials 7.69%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 7.13%
123,232
+6,921
2
$27.6M 6.84%
227,028
-6,966
3
$24.1M 5.97%
55,948
+1,880
4
$20.3M 5.03%
22,877
-1,318
5
$17.6M 4.37%
102,075
+1,665
6
$15.3M 3.79%
82,031
-7,755
7
$12.9M 3.19%
77,610
-15,509
8
$11.8M 2.94%
114,230
-30,254
9
$10.5M 2.61%
109,800
+2,952
10
$9.52M 2.36%
20,677
-144
11
$7.91M 1.96%
55,312
+13,211
12
$7.02M 1.74%
21,190
+17,173
13
$7M 1.74%
82,857
+16,297
14
$6.97M 1.73%
23,895
+5,308
15
$6.85M 1.7%
7,731
+690
16
$6.57M 1.63%
8,483
-560
17
$6.49M 1.61%
16,581
+4,182
18
$6.38M 1.58%
10,310
+4,268
19
$6.33M 1.57%
30,666
+899
20
$5.9M 1.46%
8,314
+4,508
21
$5.83M 1.45%
65,596
+10,499
22
$5.78M 1.43%
262,719
+88,648
23
$5.49M 1.36%
11,506
-313
24
$5.09M 1.26%
25,786
+555
25
$4.84M 1.2%
+26,207
1
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