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
26
$59.1M 1.08%
+432,020
27
$59.1M 1.08%
+249,372
28
$58.6M 1.07%
+246,286
29
$57.5M 1.05%
+838,143
30
$55.3M 1.01%
+143,346
31
$54.2M 0.99%
+279,133
32
$53.1M 0.97%
+208,454
33
$53M 0.97%
+1,364,274
34
$52M 0.95%
+1,271,210
35
$50.8M 0.93%
+215,137
36
$50.6M 0.92%
+135,500
37
$49.7M 0.91%
+285,962
38
$49.6M 0.91%
+112,435
39
$48M 0.88%
+276,236
40
$47.8M 0.87%
+12,060
41
$47.4M 0.87%
+324,204
42
$44.1M 0.81%
+527,581
43
$42.4M 0.77%
+233,369
44
$41.6M 0.76%
+475,120
45
$40.6M 0.74%
+221,347
46
$35.6M 0.65%
+857,672
47
$33.6M 0.61%
+1,140,098
48
$32.9M 0.6%
+38,753
49
$31.7M 0.58%
+132,967
50
$31.7M 0.58%
+67,620
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