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Sarasin & Partners LLP13F | |
Sarasin & Partners LLP | |
Last update 2025-07-09 | 80 Stocks (6 new) |
Value $10.05 Bil | Turnover 6 % |
Sarasin & Partners LLP Profile
Sarasin & Partners is an investment management company based out of London with an additional location in Dublin. The company was founded in 1983 and is currently headed by CEO and CIO John G. E. Monson. Sarasin & Partners currently has over 220 employees and currently operates as a subsidiary of Bank Sarasin & Co. Ltd. The company conducts its research both internally and externally, utilizing quantitative and fundamental analysis methods to conduct its top down and bottom up investment approaches. Sarasin & Partners is known for being a “market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates.” The company invests in the public equity and fixed income markets on a global scale, focusing on a long term perspective, panoramic focus to capture opportunities arising from drivers of global change, and dynamic stewardship with responsible investing and believing that the “UK stock market is more exposed to international trends than most other major markets.” Sarasin & Partners invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of its total asset allocations, and also invests in the finance, materials, industrials, consumer staples, information technology, and health care sectors, among others to a lesser degree, in order of decreasing allocations. The company provides a variety of services including equity and fixed income portfolio management, balanced mutual funds management, and hedge funds management. Sarasin & Partners caters to a wide client base including financial advisors, multi-managers, pension funds, charities, insurance companies, and others. The company offers services in four main areas: Thematic Global Equities, Multi-Assets, Global Dividend Investing, and Funds of Funds. Sarasin & Partners currently offers a wide variety of funds including its EquiSar Global Thematic, Socially Responsible, UK Thematic, UK Thematic Opportunities, Food and Agriculture Opportunities, Fund of Funds Global Diversified Growth, and Global Higher Dividend funds, among many others.
Sarasin & Partners LLP Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2,099,280 | 1,044,202.9 | -1.05% | 10.390 | -0.09% | 0.030 | +31.37% | +20.47% | 3,759,529.3 | Software | |
NVDA | NVIDIA Corp | 3,924,678 | 620,059.9 | +1.87% | 6.170 | +0.11% | 0.020 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
AMZN | Amazon.com Inc | 2,536,648 | 556,515.2 | +1.00% | 5.540 | +0.05% | 0.020 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
META | Meta Platforms Inc | 632,208 | 466,626.4 | -1.68% | 4.640 | -0.07% | 0.030 | +36.32% | +21.53% | 1,786,152.9 | Interactive Media | |
GOOGL | Alphabet Inc | 2,500,202 | 440,610.6 | -2.43% | 4.390 | -0.10% | 0.020 | +16.58% | -3.63% | 2,214,529.6 | Interactive Media | |
MA | Mastercard Inc | 707,299 | 397,459.6 | -6.91% | 3.960 | -0.31% | 0.080 | +6.52% | +4.98% | 499,772.1 | Credit Services | |
CL | Colgate-Palmolive Co | 4,102,759 | 372,940.8 | +5.89% | 3.710 | +0.21% | 0.510 | -5.96% | -1.94% | 71,438.5 | Consumer Packaged Goods | |
OTIS | Otis Worldwide Corp | 3,581,396 | 354,629.8 | -1.67% | 3.530 | -0.07% | 0.910 | +1.03% | +8.20% | 39,223.0 | Industrial Products | |
JPM | JPMorgan Chase & Co | 1,125,184 | 326,202.1 | +4.72% | 3.250 | +0.15% | 0.040 | +23.51% | +21.48% | 787,919.1 | Banks | |
EMR | Emerson Electric Co | 2,417,945 | 322,384.6 | +8.59% | 3.210 | +0.25% | 0.430 | +39.69% | +13.69% | 78,575.6 | Industrial Products |
Sarasin & Partners LLP's Historical Top Holdings Breakdowns
Sarasin & Partners LLP's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-06-30 | Sold Out Sold Out | -2.64% | 141.37 ($184.95) 228.57 | $236.95 | 28.12% | Sold Out | 0 | -1,469,127 | |
MMC | Marsh & McLennan Companies Inc | 2025-06-30 | New Buy New Buy | +1.22% | 212.1 ($226.05) 244.27 | $210.90 | -6.70% | New holding | 559,328 | 559,328 | |
NFLX | Netflix Inc | 2025-06-30 | Add Add | +1.07% | 855.86 ($1127.52) 1339.13 | $1,260.27 | 11.77% | Add 436.68% | 99,066 | 80,607 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.93% | 172.42 ($202.27) 223.89 | $209.11 | 3.38% | Reduce -21.69% | 1,396,881 | -386,965 | |
NOW | ServiceNow Inc | 2025-06-30 | Add Add | +0.77% | 721.65 ($940.98) 1040.18 | $956.92 | 1.69% | Add 101.28% | 150,621 | 75,789 | |
TMO | Thermo Fisher Scientific Inc | 2025-06-30 | Reduce Reduce | -0.64% | 390.26 ($419.37) 497.6 | $417.99 | -0.33% | Reduce -31.77% | 256,589 | -119,485 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.54% | 146.29 ($216.36) 275.65 | $280.94 | 29.85% | Add 31.76% | 810,926 | 195,466 | |
CME | CME Group Inc | 2025-06-30 | Reduce Reduce | -0.45% | 252.37 ($271.84) 290.71 | $275.00 | 1.16% | Reduce -13.45% | 1,014,872 | -157,718 | |
MELI | MercadoLibre Inc | 2025-06-30 | Add Add | +0.40% | 1794.73 ($2329.26) 2613.63 | $2,390.00 | 2.61% | Add 24.88% | 76,303 | 15,201 | |
FTNT | Fortinet Inc | 2025-06-30 | Add Add | +0.33% | 84.71 ($100.82) 108.69 | $104.93 | 4.08% | Add 12.61% | 2,808,725 | 314,593 |
Sarasin & Partners LLP Total Holding History ($B)
Sarasin & Partners LLP's Asset Allocation
Sarasin & Partners LLP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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Sarasin & Partners LLP's Hypothetical Growth since 2025-06-30
Sarasin & Partners LLP's Yearly Returns
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Sarasin & Partners LLP's Holdings Heat Map
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Sarasin & Partners LLP's Holdings Bubble Chart
Sarasin & Partners LLP News
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