SP
Sarasin & Partners Portfolio holdings
AUM
$10B
1-Year Return
21.51%
This Quarter Return
+3.26%
1 Year Return
+21.51%
3 Year Return
+91.52%
5 Year Return
+151.39%
10 Year Return
+380.69%
AUM
$7.02B
AUM Growth
–
Cap. Flow
+$7.02B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.63%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Hartford Financial Services
HIG
|
$300M |
| 2 |
Pfizer
PFE
|
$293M |
| 3 |
Home Depot
HD
|
$272M |
| 4 |
Coca-Cola
KO
|
$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$259M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 14.69% |
| 2 | Consumer Discretionary | 14.52% |
| 3 | Financials | 13.79% |
| 4 | Industrials | 9.55% |
| 5 | Consumer Staples | 7.99% |
