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
426
$308K 0.01%
+823
427
$307K 0.01%
+7,626
428
$301K 0.01%
+16,086
429
$297K 0.01%
+11,194
430
$293K 0.01%
+8,423
431
$283K 0.01%
+19,520
432
$276K 0.01%
+2,607
433
$272K 0.01%
+2,696
434
$269K ﹤0.01%
+10,624
435
$268K ﹤0.01%
+5,450
436
$265K ﹤0.01%
+727
437
$262K ﹤0.01%
+4,419
438
$248K ﹤0.01%
+5,147
439
$241K ﹤0.01%
+13,471
440
$241K ﹤0.01%
+20,000
441
$237K ﹤0.01%
+19,770
442
$230K ﹤0.01%
+7,754
443
$228K ﹤0.01%
+17,220
444
$221K ﹤0.01%
+704
445
$210K ﹤0.01%
+11,176
446
$202K ﹤0.01%
+4,163
447
$201K ﹤0.01%
+9,025
448
$200K ﹤0.01%
+10,492
449
$178K ﹤0.01%
+13,668
450
$158K ﹤0.01%
+25,000
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