SP

Sarasin & Partners Portfolio holdings

AUM $9.63B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.95B
AUM Growth
-$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$81.4M
3 +$77.7M
4
DIS icon
Walt Disney
DIS
+$70.2M
5
MRK icon
Merck
MRK
+$65.4M

Top Sells

1 +$261M
2 +$118M
3 +$105M
4
MCO icon
Moody's
MCO
+$59.2M
5
COST icon
Costco
COST
+$58.1M

Sector Composition

1 Technology 18.92%
2 Financials 15.37%
3 Industrials 13.39%
4 Healthcare 11.77%
5 Consumer Discretionary 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-35,423
102
-12,210