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
51
$31.6M 0.58%
+196,722
52
$31.1M 0.57%
+313,358
53
$31.1M 0.57%
+151,418
54
$30.5M 0.56%
+71,412
55
$29M 0.53%
+68,924
56
$28.7M 0.52%
+284,697
57
$28.4M 0.52%
+295,396
58
$27.8M 0.51%
+440,681
59
$26.9M 0.49%
+172,826
60
$26.3M 0.48%
+79,121
61
$25.7M 0.47%
+32,663
62
$25.4M 0.46%
+342,307
63
$25.4M 0.46%
+50,454
64
$25.3M 0.46%
+130,319
65
$24.7M 0.45%
+237,969
66
$24.6M 0.45%
+389,706
67
$24.4M 0.45%
+140,781
68
$23.7M 0.43%
+175,042
69
$23.1M 0.42%
+38,784
70
$22.7M 0.42%
+206,606
71
$22.1M 0.4%
+114,019
72
$21.7M 0.4%
+737,478
73
$21.2M 0.39%
+26,866
74
$20.9M 0.38%
+91,564
75
$19.8M 0.36%
+89,885
1 2
3
4 5