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SP

Sarasin & Partners Portfolio holdings

AUM $8.54B
1-Year Est. Return 9.6%
This Fund
S&P 500
This Quarter Est. Return
+3.92%
1 Year Est. Return
+9.6%
3 Year Est. Return
+77.95%
5 Year Est. Return
+86.04%
10 Year Est. Return
+393.05%
AUM
$10.2B
AUM Growth
+$144M
Cap. Flow
-$76.8M
Cap. Flow %
-0.75%
Top 10 Hldgs %
50.97%
Holding
83
New
3
Increased
29
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$136M
2
KMB icon
Kimberly-Clark
KMB
+$125M
3
NVDA icon
NVIDIA
NVDA
+$110M
4
NOW icon
ServiceNow
NOW
+$96.2M
5
MRSH
Marsh
MRSH
+$75.5M

Top Sells

Rank Stock Value
1
TTEK icon
Tetra Tech
TTEK
+$155M
2
UNH icon
UnitedHealth
UNH
+$141M
3
LLY icon
Eli Lilly
LLY
+$72.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.5M
5
MSFT icon
Microsoft
MSFT
+$58.6M

Sector Composition

Rank Sector Weight
1 Technology 31.38%
2 Financials 16.92%
3 Consumer Discretionary 11.94%
4 Communication Services 10.92%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.9T
$1.02B 10.02%
1,984,444
-114,836
-5% -$58.6M
NVDA icon
2
NVIDIA
NVDA
$4.6T
$829M 8.13%
4,556,370
+631,692
+16% +$110M
AMZN icon
3
Amazon
AMZN
$2.44T
$570M 5.59%
2,565,671
+29,023
+1% +$6.57M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.12T
$541M 5.31%
2,216,329
-283,873
-11% -$59.5M
META icon
5
Meta Platforms (Facebook)
META
$1.49T
$456M 4.48%
613,477
-18,731
-3% -$13.9M
MA icon
6
Mastercard
MA
$498B
$414M 4.06%
727,985
+20,686
+3% +$11.9M
AAPL icon
7
Apple
AAPL
$4.97T
$369M 3.62%
1,450,538
+53,657
+4% +$12.1M
CL icon
8
Colgate-Palmolive
CL
$74.8B
$338M 3.32%
4,206,363
+103,604
+3% +$8.84M
OTIS icon
9
Otis Worldwide
OTIS
$27.9B
$330M 3.23%
3,610,804
+29,408
+0.8% +$2.67M
JPM icon
10
JPMorgan Chase
JPM
$916B
$327M 3.21%
1,034,583
-90,601
-8% -$26.9M
CME icon
11
CME Group
CME
$95.4B
$306M 3.01%
1,125,245
+110,373
+11% +$30M
HD icon
12
Home Depot
HD
$337B
$287M 2.82%
705,430
+34,746
+5% +$13.7M
EMR icon
13
Emerson Electric
EMR
$81.6B
$282M 2.77%
2,184,099
-233,846
-10% -$31.9M
BLK icon
14
Blackrock
BLK
$167B
$268M 2.63%
227,660
+4,419
+2% +$4.94M
KMB icon
15
Kimberly-Clark
KMB
$37.6B
$251M 2.47%
2,048,544
+963,978
+89% +$125M
FTNT icon
16
Fortinet
FTNT
$112B
$245M 2.4%
2,894,003
+85,278
+3% +$7.61M
NOW icon
17
ServiceNow
NOW
$120B
$239M 2.34%
1,268,340
+515,235
+68% +$96.2M
ZTS icon
18
Zoetis
ZTS
$32.7B
$236M 2.32%
1,649,946
+38,367
+2% +$5.8M
AVGO icon
19
Broadcom
AVGO
$1.76T
$234M 2.29%
712,938
-97,988
-12% -$30.1M
COST icon
20
Costco
COST
$432B
$215M 2.11%
234,455
-3,382
-1% -$3.24M
MCO icon
21
Moody's
MCO
$83.7B
$205M 2.02%
427,259
+7,000
+2% +$3.53M
MRSH
22
Marsh
MRSH
$94.3B
$186M 1.82%
926,449
+367,121
+66% +$75.5M
MELI icon
23
Mercado Libre
MELI
$94.5B
$183M 1.79%
73,034
-3,269
-4% -$7.85M
AMGN icon
24
Amgen
AMGN
$209B
$181M 1.77%
659,993
+47,873
+8% +$13.9M
DE icon
25
Deere & Co
DE
$165B
$181M 1.77%
388,218
-13,638
-3% -$6.72M
1
2 3 4

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Sarasin & Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Sarasin & Partners held 83 positions worth $10.2B, up 1.4% from $10B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Sarasin & Partners's Q3 2025 filing shows 3 new, 29 increased, 36 reduced and 9 closed positions. Its largest new stake was Uber: 1,454,145 shares worth $145M. The largest sale was Tetra Tech, an estimated $155M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Sarasin & Partners's largest Q3 2025 buy was Uber: 1,454,145 shares worth $145M.
  • Sarasin & Partners added most to Kimberly-Clark in Q3 2025, an estimated $125M increase.
  • Sarasin & Partners's biggest Q3 2025 reduction was Tetra Tech, cutting an estimated $155M.
  • Sarasin & Partners fully exited Texas Instruments in Q3 2025, selling an estimated $26.4M.
  • Sarasin & Partners's ten largest holdings make up 51% of its $10.2B portfolio in Q3 2025.
  • Sarasin & Partners opened 3 new positions and closed 9 in Q3 2025.
  • Sarasin & Partners's portfolio value rose 1.4% quarter-over-quarter to $10.2B.

Based on Sarasin & Partners's 13F filing for Q3 2025, filed 10 Oct 2025.