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
76
$18.9M 0.35%
+84,707
77
$18.1M 0.33%
+632,035
78
$17.3M 0.32%
+31,349
79
$17.3M 0.32%
+287,024
80
$16.4M 0.3%
+29,121
81
$16.4M 0.3%
+233,155
82
$15.9M 0.29%
+70,165
83
$15.5M 0.28%
+89,891
84
$15.3M 0.28%
+554,131
85
$15.2M 0.28%
+65,758
86
$14.9M 0.27%
+233,844
87
$14.7M 0.27%
+69,544
88
$13.2M 0.24%
+60,346
89
$13.1M 0.24%
+77,178
90
$13M 0.24%
+96,248
91
$13M 0.24%
+100,811
92
$13M 0.24%
+23,355
93
$12.9M 0.24%
+177,920
94
$12.6M 0.23%
+24,976
95
$12.3M 0.23%
+127,385
96
$12M 0.22%
+175,661
97
$11.8M 0.22%
+21,733
98
$11.6M 0.21%
+47,006
99
$11.4M 0.21%
+86,604
100
$11.3M 0.21%
+127,031
2 3
4
5 6