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
101
$11M 0.2%
+51,452
102
$10.3M 0.19%
+334,008
103
$10.3M 0.19%
+77,791
104
$10.2M 0.19%
+73,171
105
$10.2M 0.19%
+110,700
106
$9.89M 0.18%
+51,481
107
$9.62M 0.18%
+132,083
108
$9.5M 0.17%
+58,544
109
$9.11M 0.17%
+34,723
110
$9.1M 0.17%
+37,783
111
$9.09M 0.17%
+110,000
112
$8.82M 0.16%
+114,519
113
$8.31M 0.15%
+124,656
114
$8.31M 0.15%
+199,771
115
$8.01M 0.15%
+81,998
116
$7.87M 0.14%
+60,694
117
$7.7M 0.14%
+28,053
118
$7.47M 0.14%
+18,317
119
$7.2M 0.13%
+4,381
120
$7.19M 0.13%
+140,446
121
$7M 0.13%
+51,169
122
$6.93M 0.13%
+30,734
123
$6.67M 0.12%
+201,584
124
$6.62M 0.12%
+58,156
125
$6.42M 0.12%
+42,312
3 4
5
6 7