JSAM

J. Safra Asset Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$65M
2 +$42.2M
3 +$39.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$37.1M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$36.5M

Sector Composition

1 Technology 1.72%
2 Consumer Discretionary 0.83%
3 Communication Services 0.66%
4 Financials 0.64%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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