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
$4.6B
AUM Growth
-$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$18M
3 +$17.6M
4
AMT icon
American Tower
AMT
+$14.1M
5
CME icon
CME Group
CME
+$11.7M

Top Sells

1 +$39M
2 +$34.5M
3 +$26.6M
4
MMM icon
3M
MMM
+$24.9M
5
JPM icon
JPMorgan Chase
JPM
+$16M

Sector Composition

1 Financials 20.54%
2 Industrials 13.51%
3 Consumer Discretionary 10.99%
4 Real Estate 9.8%
5 Technology 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-200,798