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SP

Sarasin & Partners Portfolio holdings

AUM $8.2B
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.06B
AUM Growth
-$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$117M
3
+$84.3M
4
KMB icon
Kimberly-Clark
KMB
+$78.6M
5
META icon
Meta Platforms (Facebook)
META
+$66.6M

Top Sells

1
+$402M
2
+$363M
3
+$308M
4
TMO icon
Thermo Fisher Scientific
TMO
+$302M
5
TTEK icon
Tetra Tech
TTEK
+$233M

Sector Composition

1 Technology 29.1%
2 Financials 19.15%
3 Consumer Discretionary 13.57%
4 Communication Services 10.98%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-116,235
77
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-488,325
78
– –
-2,088,866
79
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-4,950,383
80
– –
-97,092
81
– –
-526,309
82
– –
-125,141
83
– –
-85,302
84
– –
-61,076
85
– –
-33,962
86
– –
-65,000
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