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
$961M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.51M
3
+$6.54M
4
ASML icon
ASML
ASML
+$5.1M
5
BA icon
Boeing
BA
+$1.4M

Top Sells

1
+$140M
2
+$90.5M
3
+$32.8M
4
APPF icon
AppFolio
APPF
+$17.6M
5
AZPN
Aspen Technology Inc
AZPN
+$17.1M

Sector Composition

1 Technology 24.01%
2 Healthcare 22.24%
3 Industrials 19.86%
4 Financials 15.07%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.5M 2.03%
197,258
-60,078
27
$19.5M 2.03%
+62,512
28
$19.3M 2.01%
116,623
-23,325
29
$18.9M 1.97%
40,690
-8,141
30
$17.5M 1.83%
79,980
-10,227
31
$16.3M 1.7%
488,709
-97,932
32
$16.3M 1.7%
86,014
-17,214
33
$13.5M 1.41%
71,533
-3,658
34
$13M 1.36%
186,590
-56,757
35
$10.6M 1.11%
20,209
-1,062
36
$9.35M 0.97%
5,109,266
-1,186,850
37
$8.23M 0.86%
35,427
-2,969
38
$8.22M 0.86%
26,002
-5,872
39
$7.07M 0.74%
6,665
-2,485
40
$7.03M 0.73%
34,835
-1,806
41
$6.61M 0.69%
37,340
+7,891
42
$6.56M 0.68%
13,176
+13,126
43
$6.14M 0.64%
84,851
-4,314
44
$5.94M 0.62%
98,473
-5,055
45
$5.34M 0.56%
10,236
-1,094
46
$5.23M 0.54%
25,678
+5,052
47
$5.12M 0.53%
7,390
+7,354
48
$5.12M 0.53%
19,824
-1,020
49
$4.72M 0.49%
31,920
-9,655
50
$4.51M 0.47%
78,578
-4,065
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