SP
Sarasin & Partners Portfolio holdings
AUM
$10B
This Quarter Return
+13.36%
1 Year Return
+21.51%
3 Year Return
+91.52%
5 Year Return
+151.39%
10 Year Return
+380.69%
AUM
$9.1B
AUM Growth
+$9.1B
(+14%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
89
New
10
Increased
24
Reduced
44
Closed
5
Top Buys
| 1 |
Eli Lilly
LLY
|
$138M |
| 2 |
NVIDIA
NVDA
|
$121M |
| 3 |
American Tower
AMT
|
$68M |
| 4 |
Texas Instruments
TXN
|
$32.5M |
| 5 |
Amazon
AMZN
|
$32.1M |
Top Sells
| 1 |
Broadcom
AVGO
|
$87.4M |
| 2 |
Illumina
ILMN
|
$58.5M |
| 3 |
CME Group
CME
|
$49.1M |
| 4 |
Merck
MRK
|
$47.9M |
| 5 |
Walt Disney
DIS
|
$37M |
Sector Composition
| 1 | Technology | 22.27% |
| 2 | Financials | 14% |
| 3 | Healthcare | 12.16% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Industrials | 11.7% |
