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
$5.31B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$33.8M
2 +$21.1M
3 +$16.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14.9M
5
MSFT icon
Microsoft
MSFT
+$13.7M

Top Sells

1 +$39.3M
2 +$32.4M
3 +$30.7M
4
SCI icon
Service Corp International
SCI
+$24.9M
5
AMGN icon
Amgen
AMGN
+$24.9M

Sector Composition

1 Financials 21.08%
2 Industrials 13.36%
3 Consumer Discretionary 11.63%
4 Technology 9.92%
5 Real Estate 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-114,321