JSSH
J. Safra Sarasin Holding Portfolio holdings
AUM
$6.15B
1-Year Est. Return
22.81%
1 Year Est. Return
+22.81%
AUM
$6.15B
AUM Growth
-$34.5M
(-0.56%)
Holding
567
Top Buys
| 1 | +$53.2M | |
| 2 | +$32.9M | |
| 3 | +$31.3M | |
| 4 |
Netflix
NFLX
|
+$25M |
| 5 |
Twilio
TWLO
|
+$18.8M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$25.8M | |
| 3 | +$23M | |
| 4 |
Autodesk
ADSK
|
+$22.4M |
| 5 |
Analog Devices
ADI
|
+$22.4M |
Sector Composition
| 1 | Technology | 29.89% |
| 2 | Healthcare | 12.5% |
| 3 | Financials | 11.98% |
| 4 | Industrials | 10.92% |
| 5 | Consumer Discretionary | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Synopsys
SNPS
$97.8B
| $21.2M | 0.34% |
45,111
-7,219
|
|
||
77
Cadence Design Systems
CDNS
$83.6B
| $21M | 0.34% |
67,105
-29,647
|
|
||
78
SPDR S&P 500 ETF Trust
SPY
$705B
| $20.9M | 0.34% |
30,530
+2,245
|
|
||
79
Trane Technologies
TT
$86.4B
| $20.3M | 0.33% |
52,226
-33,022
|
|
||
80
Arch Capital
ACGL
$33.3B
| $19.6M | 0.32% |
204,381
-80,959
|
|
||
81
Arista Networks
ANET
$161B
| $19.2M | 0.31% |
146,518
-112,768
|
|
||
|
82
Twilio
TWLO
$18.2B
| $18.8M | 0.31% |
+132,204
|
|
||
83
Zoetis
ZTS
$54.9B
| $18.6M | 0.3% |
148,012
-79,896
|
|
||
84
Intel
INTC
$232B
| $16.4M | 0.27% |
445,398
-55,287
|
|
||
85
American Tower
AMT
$83.2B
| $16.2M | 0.26% |
92,463
-28,113
|
|
||
86
Palo Alto Networks
PANW
$128B
| $16M | 0.26% |
86,755
-64,023
|
|
||
87
Mercado Libre
MELI
$103B
| $15.8M | 0.26% |
7,853
-161
|
|
||
88
TSMC
TSM
$1.7T
| $15.4M | 0.25% |
50,575
-20,787
|
|
||
89
Stantec
STN
$11.4B
| $15.1M | 0.25% |
160,040
-100,907
|
|
||
90
Visa
V
$628B
| $15M | 0.24% |
42,610
+1,555
|
|
||
91
Allstate
ALL
$50.6B
| $15M | 0.24% |
71,967
-40,087
|
|
||
92
NXP Semiconductors
NXPI
$58.1B
| $14.6M | 0.24% |
67,189
-3,694
|
|
||
93
Intuitive Surgical
ISRG
$187B
| $14.4M | 0.23% |
25,423
-1,799
|
|
||
94
Zscaler
ZS
$32.9B
| $14.3M | 0.23% |
63,627
+30,952
|
|
||
95
Elastic
ESTC
$7.33B
| $14.3M | 0.23% |
189,138
+56,892
|
|
||
96
Thermo Fisher Scientific
TMO
$233B
| $13.8M | 0.22% |
23,793
-5,034
|
|
||
97
Clean Harbors
CLH
$14.1B
| $12.8M | 0.21% |
54,667
-5,088
|
|
||
98
Coherent
COHR
$30.4B
| $12.7M | 0.21% |
68,862
-62,608
|
|
||
|
99
Autodesk
ADSK
$53.8B
| $12.5M | 0.2% |
42,287
-75,763
|
|
||
100
Lam Research
LRCX
$279B
| $12.4M | 0.2% |
72,503
+49,851
|
|