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
376
$715K 0.01%
+60,324
377
$707K 0.01%
+10,694
378
$694K 0.01%
+3,090
379
$682K 0.01%
+5,052
380
$668K 0.01%
+4,202
381
$667K 0.01%
+7,594
382
$664K 0.01%
+9,740
383
$661K 0.01%
+18,281
384
$650K 0.01%
+11,000
385
$630K 0.01%
+4,763
386
$625K 0.01%
+30,000
387
$623K 0.01%
+6,144
388
$616K 0.01%
+61,160
389
$601K 0.01%
+13,745
390
$598K 0.01%
+12,881
391
$570K 0.01%
+8,059
392
$566K 0.01%
+1,298
393
$564K 0.01%
+36,000
394
$561K 0.01%
+7,165
395
$555K 0.01%
+15,105
396
$553K 0.01%
+6,581
397
$553K 0.01%
+5,647
398
$543K 0.01%
+35,302
399
$541K 0.01%
+12,836
400
$525K 0.01%
+9,184