SP

Sarasin & Partners Portfolio holdings

AUM $10.2B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
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 +$79.9M
3 +$79.8M
4
MRK icon
Merck
MRK
+$68.1M
5
DIS icon
Walt Disney
DIS
+$66.6M

Top Sells

1 +$225M
2 +$120M
3 +$119M
4
COST icon
Costco
COST
+$63.7M
5
MCO icon
Moody's
MCO
+$59.4M

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
-61,332
102
-35,423