JSSH

J. Safra Sarasin Holding Portfolio holdings

AUM $6.15B
1-Year Est. Return 22.81%
This Quarter Est. Return
1 Year Est. Return
+22.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$41.9M
3
+$31.4M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
ADP icon
Automatic Data Processing
ADP
+$29.6M

Top Sells

1
+$111M
2
+$42.5M
3
+$27.4M
4
HOLX icon
Hologic
HOLX
+$27.3M
5
PTC icon
PTC
PTC
+$23.5M

Sector Composition

1 Technology 31.01%
2 Industrials 14.05%
3 Healthcare 13.26%
4 Consumer Discretionary 11.78%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-69,403
477
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478
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479
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-97,484
480
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-193,204
481
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-4,419
482
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-24,700
483
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-61,160
484
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-93,371
485
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-20,787
486
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-7,626
487
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-39,700
488
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-15,105
489
– –
-17,220
16 17 18 19
20