SP
Sarasin & Partners Portfolio holdings
AUM
$10B
This Quarter Return
+20.79%
1 Year Return
+21.51%
3 Year Return
+91.52%
5 Year Return
+151.39%
10 Year Return
+380.69%
AUM
$6.25B
AUM Growth
+$6.25B
(+23%)
Cap. Flow
+$237M
Cap. Flow
% of AUM
3.78%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
119
New
10
Increased
45
Reduced
39
Closed
7
Top Buys
| 1 |
Otis Worldwide
OTIS
|
$126M |
| 2 |
Merck
MRK
|
$115M |
| 3 |
Medtronic
MDT
|
$76.5M |
| 4 |
Meta Platforms (Facebook)
META
|
$40.2M |
| 5 |
Colgate-Palmolive
CL
|
$32M |
Top Sells
| 1 |
Pfizer
PFE
|
$75.1M |
| 2 |
Costco
COST
|
$54.2M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$38.7M |
| 4 |
Weyerhaeuser
WY
|
$31.7M |
| 5 |
Accenture
ACN
|
$30.5M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Financials | 15.8% |
| 3 | Consumer Discretionary | 13.72% |
| 4 | Industrials | 10.32% |
| 5 | Healthcare | 9.43% |
