Fund HoldingsSarasin & Partners LLP

Total Portfolio Value
$9.22B
Total Bought
$1.79B
Total Sold
$1.58B
Net Transaction
+$210.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)0554,313+554,3130290,3213.15%+290,321
ZOETIS INC(ZTS)01,553,855+1,553,8550255,8422.77%+255,842
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,469,127+1,469,1270243,8752.64%+243,875
THERMO FISHER SCIENTIFIC INC(TMO)0376,074+376,0740187,1342.03%+187,134
TETRA TECH INC NEW(TTEK)04,628,564+4,628,5640135,3861.47%+135,386
CHIPOTLE MEXICAN GRILL INC(CMG)222,3172,482,333+2,260,01613,406124,6381.35%+111,232
SMITH A O CORP(AOS)01,134,952+1,134,952074,1800.80%+74,180
SERVICENOW INC(NOW)074,832+74,832059,5770.65%+59,577
FORTINET INC(FTNT)1,951,2342,494,132+542,898184,353240,0852.60%+55,733
KIMBERLY-CLARK CORP(KMB)988,2941,214,500+226,206129,506172,7261.87%+43,220
MORGAN STANLEY(MS)0365,825+365,825042,6810.46%+42,681
COLGATE PALMOLIVE CO(CL)3,537,8563,874,593+336,737321,626363,0493.94%+41,423
AMGEN INC(AMGN)532,299557,540+25,241138,738173,7021.88%+34,963
SNAP ON INC(SNA)078,215+78,215026,3590.29%+26,359
EMERSON ELEC CO(EMR)1,766,2302,226,690+460,460218,889244,1342.65%+25,245
TEXAS INSTRS INC(TXN)0127,674+127,674022,9430.25%+22,943
SPDR GOLD TR(GLD)061,823+61,823017,8140.19%+17,814
NETFLIX INC(NFLX)018,459+18,459017,2140.19%+17,214
WEYERHAEUSER CO MTN BE(WY)0468,533+468,533013,7190.15%+13,719
WELLTOWER INC(WELL)065,764+65,764010,0760.11%+10,076
EQUINIX INC(EQIX)010,660+10,66008,6920.09%+8,692
VENTAS INC(VTR)0116,102+116,10207,9830.09%+7,983
MERCADOLIBRE INC(MELI)65,51661,102-4,414111,406119,2021.29%+7,796
COSTCO WHSL CORP NEW(COST)239,363238,030-1,333219,321225,1242.44%+5,803
WALMART INC(WMT)060,023+60,02305,2690.06%+5,269
VANGUARD BD INDEX FDS065,766+65,76604,8310.05%+4,831
DOXIMITY INC(DOCS)060,301+60,30103,4990.04%+3,499
AMERICAN TOWER CORP NEW(AMT)936,011804,809-131,202171,674175,1261.90%+3,453
VANGUARD INTL EQUITY INDEX F023,402+23,40202,7130.03%+2,713
VANGUARD INTL EQUITY INDEX F058,953+58,95302,6680.03%+2,668
DISNEY WALT CO(DIS)021,511+21,51102,1230.02%+2,123
GRACO INC(GGG)278,161305,444+27,28323,44625,5080.28%+2,061
OTIS WORLDWIDE CORP(OTIS)4,053,3153,642,200-411,115375,378375,8754.08%+498
ESSEX PPTY TR INC(ESS)15,28515,242-434,3634,6730.05%+310
FOMENTO ECONOMICO MEXICANO S(FMX)20,00020,00001,7101,9520.02%+242
MARRIOTT INTL INC NEW(MAR)12,24415,069+2,8253,4153,5890.04%+174
MID-AMER APT CMNTYS INC(MAA)13,56013,522-382,0962,2660.02%+170
HDFC BANK LTD(HDB)38,60638,60602,4652,5650.03%+100
PUBLIC STORAGE OPER CO(PSA)21,47021,409-616,4296,4070.07%-21
EQUITY RESIDENTIAL(EQR)97,12496,840-2846,9706,9320.08%-38
HEALTHPEAK PROPERTIES INC(DOC)442,757441,496-1,2618,9758,9270.10%-48
BXP INC(BXP)16,51116,464-471,2281,1060.01%-122
AVALONBAY CMNTYS INC26,52126,444-775,8345,6750.06%-158
AGCO CORP22,50020,000-2,5002,1031,8510.02%-252
MONDELEZ INTL INC(MDLZ)40,00030,000-10,0002,3892,0360.02%-354
BANK AMERICA CORP30,00023,000-7,0001,3199600.01%-359
ALEXANDRIA REAL ESTATE EQ IN42,71139,424-3,2874,1663,6470.04%-519
KILROY RLTY CORP(KRC)61,90058,394-3,5062,5041,9130.02%-591
PFIZER INC(PFE)1,430,9401,472,852+41,91237,96337,3220.40%-641
BELLRING BRANDS INC(BRBR)60,00050,000-10,0004,5203,7230.04%-797
AIRBNB INC17,28610,359-6,9272,2721,2370.01%-1,034
FRESHPET INC(FRPT)20,00022,500+2,5002,9621,8710.02%-1,091
LAMB WESTON HLDGS INC(LW)20,0000-20,0001,3370-1,337
ARISTA NETWORKS INC(ANET)14,1640-14,1641,5660-1,566
QUANTA SVCS INC21,31819,074-2,2446,7384,8480.05%-1,889
EVERCORE INC(EVR)25,00025,00006,9304,9930.05%-1,937
PROLOGIS INC.(PLD)936,862867,491-69,37199,02696,9771.05%-2,050
CAMDEN PPTY TR(CPT)50,81730,947-19,8705,8973,7850.04%-2,112
CROWN CASTLE INC(CCI)69,13934,424-34,7156,2753,5880.04%-2,687
E L F BEAUTY INC(ELF)39,24524,995-14,2504,9271,5690.02%-3,358
DEERE & CO(DE)513,344455,431-57,913217,504213,7572.32%-3,747
ARAMARK(ARMK)259,364154,507-104,8579,6775,3340.06%-4,343
MERCK & CO INC(MRK)888,501926,650+38,14988,38883,1760.90%-5,212
ALPHABET INC(GOOG)105,29893,835-11,46320,05314,6600.16%-5,393
ELI LILLY & CO(LLY)255,495228,058-27,437197,242188,3552.04%-8,887
EQUINOR ASA(EQNR)405,6270-405,6279,6090-9,609
NIKE INC(NKE)319,76280,727-239,03524,1965,1250.06%-19,072
ROSS STORES INC(ROST)573,358461,080-112,27886,73258,9210.64%-27,810
BLACKROCK INC(BLK)258,204244,134-14,070264,688231,0682.51%-33,620
MICROSOFT CORP(MSFT)1,977,4642,121,565+144,101833,501796,4148.64%-37,087
OCCIDENTAL PETE CORP(OXY)990,521209,010-781,51148,94210,3170.11%-38,625
MASTERCARD INCORPORATED(MA)871,674759,791-111,883458,997416,4574.52%-42,541
CISCO SYS INC(CSCO)2,685,6271,758,949-926,678158,989108,5451.18%-50,444
BROADCOM INC(AVGO)681,372615,460-65,912157,969103,0461.12%-54,923
MOODYS CORP(MCO)562,409445,990-116,419266,228207,6932.25%-58,534
ECOLAB INC(ECL)328,39553,143-275,25276,95013,4730.15%-63,477
JPMORGAN CHASE & CO.(JPM)1,384,9631,074,487-310,476331,989263,5722.86%-68,418
CME GROUP INC(CME)1,735,7111,172,590-563,121403,084311,0763.37%-92,008
META PLATFORMS INC(META)796,213643,015-153,198466,191370,6084.02%-95,583
ALPHABET INC(GOOG)2,690,3522,562,529-127,823509,284396,2694.30%-113,014
HOME DEPOT INC(HD)929,329664,257-265,072361,500243,4442.64%-118,056
AMAZON COM INC(AMZN)2,857,1452,511,576-345,569626,829477,8525.18%-148,977
NVIDIA CORPORATION(NVDA)4,539,8013,852,533-687,268609,650417,5384.53%-192,112
APPLE INC(AAPL)2,763,4351,783,846-979,589692,019396,2464.30%-295,774
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