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
$6.54B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$75.7M
2 +$39.7M
3 +$27.8M
4
HD icon
Home Depot
HD
+$27.7M
5
SCI icon
Service Corp International
SCI
+$26.7M

Top Sells

1 +$48.1M
2 +$46.6M
3 +$33.8M
4
NEE icon
NextEra Energy
NEE
+$33.4M
5
TSM icon
TSMC
TSM
+$27.3M

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
-22,085