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
$5.72B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$76.3M
2 +$64.9M
3 +$54.7M
4
IAA
IAA, Inc. Common Stock
IAA
+$51.4M
5
MSFT icon
Microsoft
MSFT
+$48M

Top Sells

1 +$78.5M
2 +$51.3M
3 +$30.7M
4
MA icon
Mastercard
MA
+$30.7M
5
JPM icon
JPMorgan Chase
JPM
+$22.8M

Sector Composition

1 Financials 19.92%
2 Industrials 13.47%
3 Technology 12.32%
4 Consumer Discretionary 11.67%
5 Real Estate 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,145,244