JSSH

J. Safra Sarasin Holding Portfolio holdings

AUM $5.79B
1-Year Est. Return 19.4%
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$41.9M
3
+$31.4M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
ADP icon
Automatic Data Processing
ADP
+$29.6M

Top Sells

1
+$111M
2
+$42.5M
3
+$27.4M
4
HOLX icon
Hologic
HOLX
+$27.3M
5
PTC icon
PTC
PTC
+$23.5M

Sector Composition

1 Technology 31.01%
2 Industrials 14.05%
3 Healthcare 13.26%
4 Consumer Discretionary 11.78%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.39M 0.02%
+28,202
277
$1.36M 0.02%
77,133
278
$1.35M 0.02%
3,714
-116
279
$1.34M 0.02%
119,421
-40,294
280
$1.34M 0.02%
13,452
+734
281
$1.33M 0.02%
4,733
-148
282
$1.33M 0.02%
18,442
-571
283
$1.33M 0.02%
18,595
-12,907
284
$1.32M 0.02%
124,408
-3,897
285
$1.31M 0.02%
44,432
-70
286
$1.31M 0.02%
6,302
-45,150
287
$1.27M 0.02%
3,320
-104
288
$1.26M 0.02%
2,085
-65
289
$1.25M 0.02%
3,524
-111
290
$1.24M 0.02%
6,803
-214
291
$1.21M 0.02%
80,000
292
$1.21M 0.02%
5,858
-182
293
$1.2M 0.02%
7,565
-237
294
$1.2M 0.02%
12,262
-36,946
295
$1.19M 0.02%
5,673
-179
296
$1.19M 0.02%
5,600
-151
297
$1.19M 0.02%
1,144
-35
298
$1.19M 0.02%
+8,320
299
$1.19M 0.02%
9,610
-301
300
$1.18M 0.02%
2,562
-81
10 11
12
13 14