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
201
$2.56M 0.05%
+31,502
202
$2.56M 0.05%
+16,017
203
$2.56M 0.05%
+61,483
204
$2.54M 0.05%
+15,738
205
$2.53M 0.05%
+15,895
206
$2.53M 0.05%
+10,905
207
$2.52M 0.05%
+35,123
208
$2.49M 0.05%
+12,388
209
$2.42M 0.04%
+70,060
210
$2.41M 0.04%
+4,183
211
$2.41M 0.04%
+12,101
212
$2.39M 0.04%
+11,958
213
$2.37M 0.04%
+12,394
214
$2.35M 0.04%
+46,266
215
$2.2M 0.04%
+26,690
216
$2.15M 0.04%
+15,441
217
$2.15M 0.04%
+57,782
218
$2.15M 0.04%
+31,369
219
$2.13M 0.04%
+50,031
220
$2.13M 0.04%
+44,280
221
$2.1M 0.04%
+19,548
222
$2.04M 0.04%
+25,000
223
$2.03M 0.04%
+14,734
224
$2.01M 0.04%
+33,215
225
$2M 0.04%
+18,125
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