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
151
$3.89M 0.07%
+56,854
152
$3.83M 0.07%
+49,208
153
$3.79M 0.07%
+11,508
154
$3.77M 0.07%
+107,215
155
$3.66M 0.07%
+25,920
156
$3.62M 0.07%
+51,071
157
$3.57M 0.07%
+6,593
158
$3.57M 0.07%
+22,561
159
$3.56M 0.07%
+17,145
160
$3.55M 0.06%
+20,853
161
$3.53M 0.06%
+63,173
162
$3.5M 0.06%
+37,934
163
$3.45M 0.06%
+50,932
164
$3.45M 0.06%
+20,090
165
$3.4M 0.06%
+56,739
166
$3.32M 0.06%
+16,772
167
$3.25M 0.06%
+20,921
168
$3.22M 0.06%
+32,278
169
$3.12M 0.06%
+24,048
170
$3.11M 0.06%
+11,373
171
$3.11M 0.06%
+22,243
172
$3.09M 0.06%
+110,487
173
$3.04M 0.06%
+19,981
174
$3.04M 0.06%
+32,425
175
$3.02M 0.06%
+32,218
5 6
7
8 9