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
351
$957K 0.02%
+13,164
352
$941K 0.02%
+24,450
353
$937K 0.02%
+14,317
354
$918K 0.02%
+32,026
355
$912K 0.02%
+10,400
356
$900K 0.02%
+22,620
357
$890K 0.02%
+3,232
358
$882K 0.02%
+11,888
359
$868K 0.02%
+20,610
360
$854K 0.02%
+1,265
361
$842K 0.02%
+6,690
362
$841K 0.02%
+17,749
363
$820K 0.02%
+26,000
364
$818K 0.01%
+41,615
365
$808K 0.01%
+6,805
366
$808K 0.01%
+21,849
367
$794K 0.01%
+14,711
368
$793K 0.01%
+12,500
369
$778K 0.01%
+12,500
370
$771K 0.01%
+6,744
371
$761K 0.01%
+11,865
372
$734K 0.01%
+21,715
373
$731K 0.01%
+93,371
374
$726K 0.01%
+1,627
375
$726K 0.01%
+15,380