SP

Sarasin & Partners Portfolio holdings

AUM $9.63B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$70.1M
2 +$39M
3 +$28.8M
4
ECL icon
Ecolab
ECL
+$27.3M
5
SCI icon
Service Corp International
SCI
+$26.2M

Top Sells

1 +$48.6M
2 +$46.6M
3 +$33.6M
4
NEE icon
NextEra Energy
NEE
+$32.2M
5
TSM icon
TSMC
TSM
+$24.9M

Sector Composition

1 Financials 19.49%
2 Technology 17.24%
3 Consumer Discretionary 11.67%
4 Industrials 11.02%
5 Real Estate 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-279,329