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
$5.47B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$321M
2
+$312M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$143M
5
MRK icon
Merck
MRK
+$108M

Top Sells

No sells this quarter

Sector Composition

1 Technology 34.36%
2 Industrials 15.31%
3 Healthcare 12.46%
4 Consumer Discretionary 9.47%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.07M 0.02%
+7,733
327
$1.07M 0.02%
+7,017
328
$1.06M 0.02%
+4,590
329
$1.06M 0.02%
+1,179
330
$1.06M 0.02%
+13,403
331
$1.06M 0.02%
+6,040
332
$1.06M 0.02%
+6,605
333
$1.05M 0.02%
+6,324
334
$1.05M 0.02%
+19,309
335
$1.04M 0.02%
+21,681
336
$1.04M 0.02%
+745
337
$1.04M 0.02%
+2,132
338
$1.03M 0.02%
+6,189
339
$1.02M 0.02%
+4,685
340
$1.02M 0.02%
+8,625
341
$1.02M 0.02%
+3,424
342
$1.02M 0.02%
+3,413
343
$1.02M 0.02%
+24,700
344
$1.01M 0.02%
+32,106
345
$1M 0.02%
+9,684
346
$982K 0.02%
+77,133
347
$977K 0.02%
+18,071
348
$972K 0.02%
+55,000
349
$970K 0.02%
+10,189
350
$960K 0.02%
+20,000
12 13
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