Sarasin & Partners LLP Top Holdings and 13F Report (2024) → Biden replacement revealed? (From Paradigm Press) (Ad) About Sarasin & Partners LLPInvestment ActivitySarasin & Partners LLP has $10.16 billion in total holdings as of March 31, 2024.Sarasin & Partners LLP owns shares of 80 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 5.75% of the portfolio was purchased this quarter.About 5.81% of the portfolio was sold this quarter.This quarter, Sarasin & Partners LLP has purchased 84 new stocks and bought additional shares in 31 stocks.Sarasin & Partners LLP sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $720,587,081Alphabet $607,517,406Microsoft $600,549,612CME Group $491,784,157Taiwan Semiconductor Manufacturing $470,335,481 Largest New Holdings this Quarter Fortinet $120,745,855 HoldingVentas $3,812,668 HoldingHexcel $2,830,805 HoldingYum China $2,188,450 Holding Largest Purchases this Quarter Apple 1,080,293 shares (about $185.25M)Fortinet 1,767,616 shares (about $120.75M)NVIDIA 61,104 shares (about $55.21M)Otis Worldwide 328,539 shares (about $32.61M)Thermo Fisher Scientific 43,678 shares (about $25.39M) Largest Sales this Quarter Aramark 3,726,312 shares (about $121.18M)HDFC Bank 1,798,961 shares (about $100.69M)Ecolab 409,863 shares (about $94.64M)ServiceNow 43,847 shares (about $33.43M)Taiwan Semiconductor Manufacturing 208,385 shares (about $28.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSarasin & Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$720,587,081$24,860,874 ▼-3.3%3,994,8287.1%Retail/WholesaleGOOGLAlphabet$607,517,406$8,828,198 ▼-1.4%4,025,1606.0%Computer and TechnologyMSFTMicrosoft$600,549,612$704,706 ▲0.1%1,427,4335.9%Computer and TechnologyCMECME Group$491,784,157$6,527,593 ▲1.3%2,284,2874.8%FinanceTSMTaiwan Semiconductor Manufacturing$470,335,481$28,350,780 ▼-5.7%3,457,0784.6%Computer and TechnologyNVDANVIDIA$436,249,607$55,211,130 ▲14.5%482,8124.3%Computer and TechnologyAAPLApple$399,651,628$185,248,642 ▲86.4%2,330,6023.9%Computer and TechnologyMRKMerck & Co., Inc.$370,535,024$6,551,054 ▼-1.7%2,808,1473.6%MedicalCLColgate-Palmolive$355,301,760$9,728,012 ▼-2.7%3,945,6053.5%Consumer StaplesMAMastercard$353,896,648$7,587,617 ▲2.2%734,8813.5%Business ServicesAMGNAmgen$324,520,856$1,791,216 ▼-0.5%1,141,3933.2%MedicalOTISOtis Worldwide$322,787,524$32,614,067 ▲11.2%3,251,6123.2%ConstructionMETAMeta Platforms$287,538,631$21,611,224 ▲8.1%592,1552.8%Computer and TechnologyDEDeere & Company$272,289,003$15,525,973 ▲6.0%662,9232.7%Industrial ProductsTMOThermo Fisher Scientific$267,236,287$25,386,090 ▲10.5%459,7932.6%MedicalDISWalt Disney$263,212,763$20,412,585 ▼-7.2%2,151,1342.6%Consumer DiscretionaryTTEKTetra Tech$231,622,839$5,920,510 ▲2.6%1,253,9812.3%Industrial ProductsAVGOBroadcom$227,059,961$1,396,982 ▲0.6%171,3132.2%Computer and TechnologyHDHome Depot$223,976,748$1,628,766 ▼-0.7%583,8812.2%Retail/WholesaleAMTAmerican Tower$219,143,515$18,852,655 ▼-7.9%1,109,0822.2%FinanceLLYEli Lilly and Company$214,580,045$22,043,497 ▲11.4%275,8242.1%MedicalCOSTCostco Wholesale$194,261,974$5,169,437 ▼-2.6%265,1571.9%Retail/WholesalePLDPrologis$193,492,982$3,252,896 ▼-1.7%1,485,8931.9%FinanceCSCOCisco Systems$184,205,130$11,858,666 ▲6.9%3,690,7461.8%Computer and TechnologyECLEcolab$177,020,405$94,637,365 ▼-34.8%766,6541.7%Basic MaterialsJPMJPMorgan Chase & Co.$156,040,527$2,582,869 ▲1.7%779,0341.5%FinanceACWIiShares MSCI ACWI ETF$152,248,118$312,219 ▲0.2%1,382,4401.5%ManufacturingSCIService Co. International$148,369,910$14,031,256 ▼-8.6%1,999,3251.5%Consumer StaplesMIDDMiddleby$146,560,408$304,697 ▼-0.2%911,5021.4%Industrial ProductsMCOMoody's$141,875,577$13,508,441 ▲10.5%360,9791.4%FinanceFTNTFortinet$120,745,855$120,745,855 ▲New Holding1,767,6161.2%Computer and TechnologyTXNTexas Instruments$115,954,873$4,324,066 ▼-3.6%665,6041.1%Computer and TechnologyNOWServiceNow$114,941,714$33,428,954 ▼-22.5%150,7631.1%Computer and TechnologyUPSUnited Parcel Service$91,461,697$2,190,657 ▲2.5%615,3650.9%TransportationZTSZoetis$59,002,003$24,111,748 ▲69.1%348,6910.6%MedicalBLKBlackRock$55,918,777$3,990,089 ▲7.7%67,0730.6%FinanceHDBHDFC Bank$44,351,413$100,687,850 ▼-69.4%792,4140.4%FinancePFEPfizer$38,992,498$624,486 ▲1.6%1,405,1350.4%MedicalBKNGBooking$36,735,922$6,298,001 ▼-14.6%10,1260.4%Retail/WholesaleENTGEntegris$26,372,753$2,855,913 ▲12.1%187,6530.3%Computer and TechnologyMELIMercadoLibre$25,571,779$2,339,002 ▲10.1%16,9130.3%Retail/WholesaleFMXFomento Económico Mexicano$24,145,935$3,256,750 ▲15.6%185,3530.2%Consumer StaplesEWEdwards Lifesciences$20,677,847$1,512,715 ▼-6.8%216,3860.2%MedicalWYWeyerhaeuser$19,992,427$398,565 ▲2.0%556,7370.2%ConstructionGOOGAlphabet$19,293,320$1,032,932 ▲5.7%126,7130.2%Computer and TechnologyVTVanguard Total World Stock ETF$16,787,392$1,288,099 ▲8.3%151,9220.2%ETFEQNREquinor ASA$16,542,586$30,355 ▲0.2%612,0080.2%Oils/EnergyGLDSPDR Gold Shares$15,606,536$369,267 ▼-2.3%75,8630.2%FinanceEQIXEquinix$9,583,732$18,276,108 ▼-65.6%11,6120.1%FinancePEAKHealthpeak Properties$8,812,482$806,550 ▲10.1%469,9990.1%FinanceARMKAramark$8,342,876$121,179,667 ▼-93.6%256,5460.1%Consumer StaplesCCICrown Castle$6,461,557$7,408 ▼-0.1%61,0560.1%FinanceMAAMid-America Apartment Communities$6,412,1560.0%48,7320.1%FinanceBNDVanguard Total Bond Market ETF$6,247,345$1,077,321 ▲20.8%86,0160.1%ETFPSAPublic Storage$5,801,7800.0%20,0020.1%FinanceAREAlexandria Real Estate Equities$5,547,513$1,043,655 ▼-15.8%43,0340.1%FinanceCPTCamden Property Trust$5,369,6870.0%54,5700.1%FinanceAVBAvalonBay Communities$5,276,9570.0%28,4380.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$5,085,211$107,996 ▼-2.1%70,4420.1%FinanceEQREquity Residential$5,053,786$239,944 ▲5.0%80,0790.0%FinanceEVREvercore$4,814,7500.0%25,0000.0%FinanceAGCOAGCO$4,305,7000.0%35,0000.0%Industrial ProductsESSEssex Property Trust$4,167,6450.0%17,0240.0%FinanceBRBRBellRing Brands$4,132,100$2,361,200 ▲133.3%70,0000.0%MedicalMARMarriott International$4,000,375$974,674 ▼-19.6%15,8550.0%Consumer DiscretionaryVTRVentas$3,812,668$3,812,668 ▲New Holding87,5670.0%FinancePWRQuanta Services$3,666,038$1,029,847 ▼-21.9%14,1110.0%ConstructionVWOVanguard FTSE Emerging Markets ETF$3,506,427$278,898 ▼-7.4%83,9460.0%ETFWELLWelltower$3,363,0920.0%35,9920.0%FinanceBXPBoston Properties$3,311,8710.0%50,7100.0%FinanceFRPTFreshpet$2,896,500$579,300 ▼-16.7%25,0000.0%Consumer StaplesHXLHexcel$2,830,805$2,830,805 ▲New Holding38,8580.0%AerospaceKRCKilroy Realty$2,538,6980.0%69,6870.0%FinanceCFCF Industries$2,496,300$2,080,250 ▼-45.5%30,0000.0%Basic MaterialsMDLZMondelez International$2,450,0000.0%35,0000.0%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,347,771$291,361 ▼-11.0%21,5550.0%FinanceYUMCYum China$2,188,450$2,188,450 ▲New Holding55,0000.0%Retail/WholesaleMOSMosaic$1,947,600$1,947,600 ▼-50.0%60,0000.0%Basic MaterialsADMArcher-Daniels-Midland$1,570,250$2,512,400 ▼-61.5%25,0000.0%Consumer StaplesGLUEMonte Rosa Therapeutics$458,8210.0%65,0810.0%MedicalUAAUnder Armour$0$22,593,667 ▼-100.0%00.0%Consumer DiscretionarySPLKSplunk$0$18,628,139 ▼-100.0%00.0%Computer and TechnologyEWBCEast West Bancorp$0$4,956,636 ▼-100.0%00.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$0$4,446,799 ▼-100.0%00.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$0$1,150,529 ▼-100.0%00.0%ManufacturingFLOTiShares Floating Rate Bond ETF$0$1,012,400 ▼-100.0%00.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$931,257 ▼-100.0%00.0%ManufacturingBACBank of America$0$673,400 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.