JSP

Jackson Square Partners Portfolio holdings

AUM $247M
1-Year Est. Return 20.29%
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21M
3
+$20.7M
4
VRT icon
Vertiv
VRT
+$16M
5
SPGI icon
S&P Global
SPGI
+$6.42M

Top Sells

1
+$30.4M
2
+$25.8M
3
+$24.9M
4
WIX icon
WIX.com
WIX
+$24.5M
5
AZPN
Aspen Technology Inc
AZPN
+$19.7M

Sector Composition

1 Industrials 25.23%
2 Technology 19.23%
3 Financials 16.89%
4 Healthcare 16.81%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.48%
30,756
-1,164
52
$3.35M 0.45%
16,340
-610
53
$3.07M 0.41%
29,911
-1,118
54
$2.56M 0.34%
5,966
-7,210
55
$2.53M 0.34%
14,367
-629
56
– –
-305,917
57
– –
-15,256
58
– –
-69,988
59
– –
-31,318
60
– –
-134,927
61
– –
-230,997
62
– –
-114,320
63
– –
-78,798
1 2
3