JSP

Jackson Square Partners Portfolio holdings

AUM $270M
1-Year Est. Return 15.71%
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.3B
AUM Growth
-$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$565M
2 +$291M
3 +$230M
4
IMS
IMS HEALTH HLDGS INC COM STK (DE)
IMS
+$151M
5
LOGI icon
Logitech
LOGI
+$100M

Top Sells

1 +$415M
2 +$200M
3 +$175M
4
QCOM icon
Qualcomm
QCOM
+$151M
5
EQIX icon
Equinix
EQIX
+$108M

Sector Composition

1 Healthcare 18.28%
2 Technology 17.92%
3 Financials 17.5%
4 Communication Services 17.07%
5 Consumer Discretionary 13.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$322M 1.44%
3,972,481
+3,593,853
27
$276M 1.24%
13,278,954
-1,921,808
28
$230M 1.03%
+3,279,261
29
$187M 0.84%
6,196,907
-2,094,138
30
$181M 0.81%
2,600,031
-1,314,241
31
$169M 0.76%
6,592,673
-2,673,271
32
$162M 0.73%
5,184,270
+4,816,782
33
$150M 0.67%
1,474,859
+44,897
34
$120M 0.54%
2,301,897
-1,175,420
35
$119M 0.53%
651,513
+71,061
36
$117M 0.52%
1,042,052
-382,384
37
$110M 0.49%
7,008,804
-3,732,221
38
$105M 0.47%
1,580,855
-781,252
39
$105M 0.47%
3,817,772
-2,947,712
40
$102M 0.46%
7,110,370
-3,293,812
41
$102M 0.46%
1,757,682
-869,162
42
$102M 0.46%
4,524,573
+4,470,912
43
$98M 0.44%
1,237,862
-652,499
44
$94.7M 0.42%
4,067,465
-1,630,588
45
$93.6M 0.42%
3,792,981
-2,157,117
46
$88.2M 0.4%
+2,348,506
47
$86M 0.39%
668,773
-569,880
48
$85.6M 0.38%
2,796,710
-7,255
49
$84.9M 0.38%
3,885,963
-278,965
50
$80.7M 0.36%
2,360,476
-1,263,256