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
$6.04B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$96.5M
2 +$94.5M
3 +$35.9M
4
MSFT icon
Microsoft
MSFT
+$26.6M
5
SCI icon
Service Corp International
SCI
+$24.3M

Top Sells

1 +$78.1M
2 +$71.2M
3 +$51.4M
4
MA icon
Mastercard
MA
+$33.1M
5
KAR icon
Openlane
KAR
+$33.1M

Sector Composition

1 Financials 19.07%
2 Technology 14.97%
3 Industrials 12.57%
4 Consumer Discretionary 10.52%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-381,080
127
-170,827
128
-1,324,881
129
-55,000