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
$18.6B
AUM Growth
+$10.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$551M
2 +$509M
3 +$391M
4
MRK icon
Merck
MRK
+$379M
5
HD icon
Home Depot
HD
+$354M

Top Sells

1 +$3.18B
2 +$108M
3 +$59.9M
4
FRC
First Republic Bank
FRC
+$52.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$37.2M

Sector Composition

1 Technology 19.67%
2 Financials 16.64%
3 Industrials 12.97%
4 Healthcare 10.86%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$507K ﹤0.01%
65,081
102
-260,449
103
-72,711