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SP

Sarasin & Partners Portfolio holdings

AUM $8.54B
1-Year Est. Return 9.6%
This Fund
S&P 500
This Quarter Est. Return
+3.92%
1 Year Est. Return
+9.6%
3 Year Est. Return
+77.95%
5 Year Est. Return
+90.44%
10 Year Est. Return
+404.72%
AUM
$10.2B
AUM Growth
+$144M
Cap. Flow
-$76.8M
Cap. Flow %
-0.75%
Top 10 Hldgs %
50.97%
Holding
83
New
3
Increased
29
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$136M
2
KMB icon
Kimberly-Clark
KMB
+$125M
3
NVDA icon
NVIDIA
NVDA
+$110M
4
NOW icon
ServiceNow
NOW
+$96.2M
5
MRSH
Marsh
MRSH
+$75.5M

Top Sells

Rank Stock Value
1
TTEK icon
Tetra Tech
TTEK
+$155M
2
UNH icon
UnitedHealth
UNH
+$141M
3
LLY icon
Eli Lilly
LLY
+$72.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.5M
5
MSFT icon
Microsoft
MSFT
+$58.6M

Sector Composition

Rank Sector Weight
1 Technology 31.38%
2 Financials 16.92%
3 Consumer Discretionary 11.94%
4 Communication Services 10.92%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXP icon
76
Boston Properties
BXP
$10.4B
– –
-15,696
Closed -$1.06M
CCI icon
77
Crown Castle
CCI
$31.8B
– –
-10,974
Closed -$1.13M
CPT icon
78
Camden Property Trust
CPT
$11.9B
– –
-30,947
Closed -$3.49M
DLR icon
79
Digital Realty Trust
DLR
$67.6B
– –
-31,974
Closed -$5.57M
EQIX icon
80
Equinix
EQIX
$99.4B
– –
-10,677
Closed -$8.49M
ESS icon
81
Essex Property Trust
ESS
$17.6B
– –
-15,242
Closed -$4.32M
KRC icon
82
Kilroy Realty
KRC
$4.06B
– –
-58,394
Closed -$2M
TXN icon
83
Texas Instruments
TXN
$243B
– –
-127,146
Closed -$26.4M
1 2 3
4

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MMA
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RBI
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AG
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SBH
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AIM
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CB
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IGAM
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Sarasin & Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Sarasin & Partners held 83 positions worth $10.2B, up 1.4% from $10B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Sarasin & Partners's Q3 2025 filing shows 3 new, 29 increased, 36 reduced and 9 closed positions. Its largest new stake was Uber: 1,454,145 shares worth $145M. The largest sale was Tetra Tech, an estimated $155M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Sarasin & Partners's largest Q3 2025 buy was Uber: 1,454,145 shares worth $145M.
  • Sarasin & Partners added most to Kimberly-Clark in Q3 2025, an estimated $125M increase.
  • Sarasin & Partners's biggest Q3 2025 reduction was Tetra Tech, cutting an estimated $155M.
  • Sarasin & Partners fully exited Texas Instruments in Q3 2025, selling an estimated $26.4M.
  • Sarasin & Partners's ten largest holdings make up 51% of its $10.2B portfolio in Q3 2025.
  • Sarasin & Partners opened 3 new positions and closed 9 in Q3 2025.
  • Sarasin & Partners's portfolio value rose 1.4% quarter-over-quarter to $10.2B.

Based on Sarasin & Partners's 13F filing for Q3 2025, filed 10 Oct 2025.