Sarasin & Partners LLP

data from 31/12/2025

Capitalization

$ 9.632 B -5.48 %

Average holding period

23 ans

Performance

$ 10.603 B 25 975.49 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sarasin & Partners LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 MICROSOFT CORP 8.74% 841.513 M $ 1740029 2018/03/31 -68.126 M $ -6.67 %
2025/12/31 NVIDIA CORPORATION 8.65% 832.659 M $ 4464657 2023/06/30 -364.509 K $ -0.04 %
2025/12/31 ALPHABET INC 6.45% 620.836 M $ 1983500 2018/09/30 154.921 M $ 28.64 %
2025/12/31 AMAZON COM INC 5.44% 524.304 M $ 2271483 2014/09/30 28.864 M $ 5.06 %
2025/12/31 MASTERCARD INCORPORATED 4.26% 410.150 M $ 718452 2014/06/30 1.507 M $ 0.36 %
2025/12/31 APPLE INC 3.79% 364.905 M $ 1342254 2014/09/30 24.993 M $ 6.77 %
2025/12/31 COLGATE PALMOLIVE CO 3.57% 343.561 M $ 4347768 2013/12/31 -3.870 M $ -1.14 %
2025/12/31 JPM JPMORGAN CHASE & CO. 3.40% 327.825 M $ 1017395 2013/03/31 7.025 M $ 2.15 %
2025/12/31 EMERSON ELEC CO 3.10% 298.611 M $ 2249935 2024/09/30 3.364 M $ 1.19 %
2025/12/31 CME GROUP INC 3.10% 298.459 M $ 1092937 2017/06/30 3.252 M $ 1.06 %
2025/12/31 BROADCOM INC 2.99% 287.975 M $ 832057 2019/09/30 11.542 M $ 4.94 %
2025/12/31 BLACKROCK INC 2.80% 269.572 M $ 251856 2024/12/31 -21.748 M $ -8.13 %
2025/12/31 META PLATFORMS INC 2.51% 242.104 M $ 366774 2018/09/30 -45.575 M $ -9.99 %
2025/12/31 HOME DEPOT INC 2.47% 238.269 M $ 692440 2010/12/31 -43.095 M $ -15.02 %
2025/12/31 NETFLIX INC 2.30% 221.430 M $ 2361663 2025/03/31 -91.320 M $ -91.61 %
2025/12/31 OTIS WORLDWIDE CORP 2.30% 221.395 M $ 2534579 2020/06/30 -14.732 M $ -4.47 %
2025/12/31 FORTINET INC 2.29% 220.604 M $ 2778041 2024/03/31 -13.515 M $ -5.52 %
2025/12/31 AMGEN INC 2.23% 214.555 M $ 655511 2013/06/30 29.772 M $ 16.47 %
2025/12/31 MOODYS CORP 2.19% 210.854 M $ 412752 2016/03/31 14.685 M $ 7.15 %
2025/12/31 SERVICENOW INC 1.96% 188.946 M $ 1233408 2018/03/31 -194.586 M $ -81.53 %
2025/12/31 MARSH & MCLENNAN COS INC 1.80% 173.411 M $ 934732 2025/06/30 -14.832 M $ -8.00 %
2025/12/31 COSTCO WHSL CORP NEW 1.77% 170.240 M $ 197416 2012/12/31 -14.839 M $ -6.90 %
2025/12/31 UBER TECHNOLOGIES INC 1.71% 164.438 M $ 2012454 2025/09/30 -23.644 M $ -16.33 %
2025/12/31 AMERICAN TOWER CORP NEW 1.64% 158.083 M $ 900401 2018/12/31 -14.469 M $ -8.61 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 1.59% 153.281 M $ 264529 2022/03/31 25.346 M $ 20.44 %
2025/12/31 KIMBERLY-CLARK CORP 1.51% 145.877 M $ 1445897 2024/06/30 -48.038 M $ -19.12 %
2025/12/31 MERCADOLIBRE INC 1.51% 145.039 M $ 72006 2023/12/31 -23.567 M $ -12.90 %
2025/12/31 DEERE & CO 1.49% 143.865 M $ 309009 2017/12/31 3.226 M $ 1.79 %
2025/12/31 ELI LILLY & CO 1.47% 141.317 M $ 131497 2018/09/30 43.746 M $ 42.90 %
2025/12/31 ZOETIS INC 1.40% 134.698 M $ 1070558 2018/09/30 -33.824 M $ -14.33 %
2025/12/31 CISCO SYS INC 1.24% 119.786 M $ 1555059 2020/09/30 14.787 M $ 12.71 %
2025/12/31 MERCK & CO INC 1.00% 96.333 M $ 915194 2018/09/30 20.218 M $ 27.14 %
2025/12/31 PROLOGIS INC. 0.97% 93.253 M $ 730478 2011/06/30 9.717 M $ 11.50 %
2025/12/31 SMITH A O CORP 0.92% 88.631 M $ 1325226 2024/09/30 -9.146 M $ -8.98 %
2025/12/31 CHIPOTLE MEXICAN GRILL INC 0.81% 78.332 M $ 2117085 2024/06/30 -5.618 M $ -5.49 %
2025/12/31 ROSS STORES INC 0.77% 73.811 M $ 409742 2024/12/31 12.693 M $ 18.27 %
2025/12/31 UNITEDHEALTH GROUP INC 0.75% 72.311 M $ 219051 2024/09/30 -2.115 M $ -4.40 %
2025/12/31 PFIZER INC 0.37% 35.241 M $ 1415294 2010/12/31 -823.255 K $ -2.43 %
2025/12/31 TEXAS INSTRS INC 0.31% 29.746 M $ 171457 2018/06/30 0.000 $ 0.00 %
2025/12/31 SNAP ON INC 0.26% 25.181 M $ 73073 2025/03/31 -141.000 K $ -0.56 %
2025/12/31 NETAPP INC 0.25% 24.254 M $ 226486 2025/12/31 0.000 $ 0.00 %
2025/12/31 SPDR GOLD TR 0.21% 20.086 M $ 50683 2016/09/30 2.438 M $ 11.59 %
2025/12/31 ALPHABET INC 0.19% 17.995 M $ 57346 2015/12/31 4.521 M $ 28.75 %
2025/12/31 ECOLAB INC 0.16% 14.926 M $ 56858 2010/12/31 -713.410 K $ -4.16 %
2025/12/31 TETRA TECH INC NEW 0.14% 13.787 M $ 411062 2021/09/30 65.555 K $ 0.48 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 0.13% 12.351 M $ 229734 2023/03/31 -62.819 K $ -0.78 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 0.11% 10.143 M $ 71903 2023/12/31 131.746 K $ 2.37 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 0.09% 9.000 M $ 107641 2025/06/30 150.114 K $ 4.81 %
2025/12/31 WEYERHAEUSER CO MTN BE 0.09% 8.525 M $ 359865 2019/09/30 -490.400 K $ -4.42 %
2025/12/31 EVERCORE INC 0.09% 8.506 M $ 25000 2017/06/30 73.250 K $ 0.86 %
2025/12/31 MORGAN STANLEY 0.09% 8.454 M $ 47619 2025/03/31 794.944 K $ 11.52 %
2025/12/31 QUANTA SVCS INC 0.08% 8.063 M $ 19104 2023/12/31 181.732 K $ 1.87 %
2025/12/31 MARRIOTT INTL INC NEW 0.05% 4.471 M $ 14413 2022/12/31 769.957 K $ 18.66 %
2025/12/31 ARAMARK 0.04% 4.220 M $ 114486 2016/09/30 -220.743 K $ -4.01 %
2025/12/31 E L F BEAUTY INC 0.04% 4.171 M $ 54849 2024/12/31 -2.542 M $ -43.02 %
2025/12/31 VANGUARD BD INDEX FDS 0.04% 3.842 M $ 51869 2017/03/31 -19.335 K $ -0.40 %
2025/12/31 WELLTOWER INC 0.04% 3.422 M $ 18434 2019/12/31 154.128 K $ 4.24 %
2025/12/31 WALMART INC 0.03% 2.788 M $ 25023 2024/06/30 334.192 K $ 8.10 %
2025/12/31 INVITATION HOMES INC 0.02% 2.394 M $ 86137 2025/09/30 -96.933 K $ -5.30 %
2025/12/31 AMETEK INC 0.02% 2.258 M $ 10998 2025/12/31 0.000 $ 0.00 %
2025/12/31 AVALONBAY CMNTYS INC 0.02% 2.163 M $ 11931 2010/12/31 -141.501 K $ -6.13 %
2025/12/31 EQUITY RESIDENTIAL 0.02% 2.043 M $ 32408 2010/12/31 -54.769 K $ -2.64 %
2025/12/31 VENTAS INC 0.02% 2.031 M $ 26250 2024/03/31 261.901 K $ 10.68 %
2025/12/31 HEALTHPEAK PROPERTIES INC 0.02% 2.015 M $ 125342 2019/12/31 -427.647 K $ -16.15 %
2025/12/31 SIMON PPTY GROUP INC NEW 0.02% 1.900 M $ 10265 2025/06/30 -27.681 K $ -1.38 %
2025/12/31 HDFC BANK LTD 0.02% 1.854 M $ 50732 2020/09/30 134.255 K $ 6.97 %
2025/12/31 GRACO INC 0.02% 1.786 M $ 21789 2024/12/31 -865.368 K $ -3.54 %
2025/12/31 DIGITALBRIDGE GROUP INC 0.02% 1.705 M $ 111143 2025/09/30 581.682 K $ 30.85 %
2025/12/31 ISHARES TR 0.02% 1.652 M $ 11679 2025/12/31 0.000 $ 0.00 %
2025/12/31 FRESHPET INC 0.02% 1.584 M $ 26000 2021/03/31 151.320 K $ 11.10 %
2025/12/31 FOMENTO ECONOMICO MEXICANO S 0.02% 1.516 M $ 15000 2017/12/31 45.139 K $ 2.46 %
2025/12/31 AIRBNB INC 0.01% 1.406 M $ 10359 2024/06/30 148.133 K $ 11.63 %
2025/12/31 MONDELEZ INTL INC 0.01% 1.346 M $ 25000 2018/09/30 -216.000 K $ -13.80 %
2025/12/31 BELLRING BRANDS INC 0.01% 1.203 M $ 45000 2023/12/31 -432.900 K $ -26.17 %
2025/12/31 COPART INC 0.01% 1.132 M $ 28907 2025/06/30 -168.238 K $ -13.05 %
2025/12/31 ALEXANDRIA REAL ESTATE EQ IN 0.01% 669.597 K $ 13682 2010/12/31 -470.660 K $ -40.75 %
2025/12/31 KIMCO RLTY CORP 0.01% 637.775 K $ 31464 2025/06/30 -49.713 K $ -7.29 %
2025/12/31 PSA PUBLIC STORAGE OPER CO 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %