JSSH
J. Safra Sarasin Holding Portfolio holdings
AUM
$5.79B
This Quarter Return
+2.17%
1 Year Return
+19.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$5.9B
AUM Growth
+$5.9B
(+2.4%)
Cap. Flow
+$212M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
26.54%
Holding
514
New
73
Increased
153
Reduced
180
Closed
53
Top Buys
| 1 |
UBS Group
UBS
|
$67.5M |
| 2 |
Baker Hughes
BKR
|
$48.8M |
| 3 |
Tesla
TSLA
|
$47.5M |
| 4 |
Walmart
WMT
|
$34.6M |
| 5 |
Trane Technologies
TT
|
$23.3M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$38.4M |
| 2 |
Tetra Tech
TTEK
|
$28.8M |
| 3 |
Arch Capital
ACGL
|
$21.3M |
| 4 |
Microchip Technology
MCHP
|
$20.3M |
| 5 |
Cadence Design Systems
CDNS
|
$19.8M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Consumer Discretionary | 12.81% |
| 3 | Industrials | 12.4% |
| 4 | Financials | 12.02% |
| 5 | Healthcare | 10.88% |
