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
$57.1M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$3.96M
2 +$1.54M
3 +$1.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.05M

Sector Composition

1 Consumer Discretionary 2.76%
2 Financials 1.68%
3 Technology 1.58%
4 Healthcare 1.24%
5 Energy 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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