Sarasin & Partners LLP
Institutional investor · Portfolio as of Q3 2021
Top Holdings109 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $530.7M | 5.4% | $169.99 | +61.35% | 11 qtrssince 2019-Q1 | Increased 63 |
CME GROUP INC | 2M | $395.8M | 4.0% | $140.82 | +16.75% | 11 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 119,619 | $393M | 4.0% | $113.89 | +44.93% | 11 qtrssince 2019-Q1 | Increased 62 |
MASTERCARD INC - A | 1.1M | $389.9M | 3.9% | $266.97 | +28.88% | 11 qtrssince 2019-Q1 | Increased 66 |
HOME DEPOT INC | 1.1M | $366.2M | 3.7% | $209.44 | +44.80% | 11 qtrssince 2019-Q1 | Increased 63 |
COLGATE-PALMOLIVE CO | 4.2M | $315M | 3.2% | $61.48 | +9.12% | 11 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL C | 118,052 | $314.6M | 3.2% | $64.47 | +107.11% | 11 qtrssince 2019-Q1 | Increased 57 |
NEXTERA ENERGY INC | 3.7M | $293.1M | 3.0% | — | — | — | — |
DEERE AND CO | 870,835 | $291.8M | 2.9% | $196.48 | +68.64% | 11 qtrssince 2019-Q1 | Increased 55 |
WALT DISNEY CO/THE | 1.7M | $290.9M | 2.9% | $146.56 | +15.11% | 11 qtrssince 2019-Q1 | Increased 77 |
OTIS WORLDWIDE CORP | 3.5M | $287.1M | 2.9% | $55.24 | +37.07% | 6 qtrssince 2020-Q2 | Increased 54 |
MERCK & CO. INC. | 3.7M | $280.9M | 2.8% | $63.40 | +3.74% | 11 qtrssince 2019-Q1 | Increased 58 |
EQUINIX INC | 339,204 | $268M | 2.7% | $427.26 | +72.41% | 11 qtrssince 2019-Q1 | Decreased 0 |
MIDDLEBY CORP | 1.6M | $265.5M | 2.7% | $139.78 | +24.49% | 11 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 580,849 | $261M | 2.6% | $301.28 | +41.34% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 1.2M | $256M | 2.6% | $163.46 | +14.04% | 11 qtrssince 2019-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 1.5M | $243.9M | 2.5% | $86.28 | +71.37% | 11 qtrssince 2019-Q1 | Decreased 0 |
ARAMARK | 7.3M | $240.8M | 2.4% | $20.95 | +10.14% | 11 qtrssince 2019-Q1 | Increased 54 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.1M | $229.3M | 2.3% | $37.09 | +180.00% | 11 qtrssince 2019-Q1 | Decreased 0 |
JACK HENRY & ASSOCIATES INC | 1.4M | $227.7M | 2.3% | $151.99 | +3.66% | 6 qtrssince 2020-Q2 | Increased 53 |
Sarasin & Partners LLP manages $9.9B across 109 positions as of Q3 2021. Top holdings: MSFT (5.4%), CME (4.0%), AMZN (4.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 4 new positions, exited 2, increased 59, trimmed 24. Top move: DIS (INCREASED, conviction 77). Portfolio: $9.9B across 109 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer