Sarasin & Partners
Latest statistics and disclosures from Sarasin & Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PFE, KO, HIG, HD, Citi. These five stock positions account for 20.92% of Sarasin & Partners's total stock portfolio.
- Added to shares of UTX (+$171.31M), HAL (+$160.59M), CX (+$137.77M), IPG (+$117.19M), KSU (+$115.61M), VAR (+$98.82M), HOT (+$92.65M), VLO (+$78.56M), MAT (+$77.79M), JPM (+$70.93M).
- Started new stock positions in MAT, PWR, BRE, Canadian Pacific Railway, VLO, MD, HAL, KRC, KSU, IPG, JPM, UTX, APC, Cosan Ltd shs a, VAR, CX, DIS, ALXN.
- Reduced shares in these stocks: HNZ (-$203.51M), WM (-$132.87M), TWX (-$109.14M), MSFT (-$104.84M), ORCL (-$102.76M), * Barrick Gold (-$101.96M), WY (-$63.69M), ADP (-$60.50M), PNC (-$48.08M), VMED (-$43.76M).
- Sold out of its positions in Brookfield Ppty Corp Cad, CVX, DELL, HNZ, IFN, EWZ, EWT, EZA, EWW, IWM, IEI, JCI, BRF, IDX, ORCL, GLD, TSM, VMED, WMT, WM, Pentair.
- As of March 31, 2013, Sarasin & Partners has $6.23B in assets under management (AUM). Assets under management grew from a total value of $5.65B to $6.23B.
- Independent of market fluctuations, Sarasin & Partners was a net buyer by $96.60M worth of stocks in the most recent quarter.
Sarasin & Partners portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| PFE | Pfizer | 4.92 | 10617555 | 28.86 | 29.34 | |
| KO | Coca-Cola Company | 4.23 | -3.00% | 6520471 | 40.44 | 43.30 |
| HIG | Hartford Financial Services | 4.12 | -3.00% | 9961974 | 25.80 | 30.94 |
| HD | Home Depot | 3.99 | -11.00% | 3563092 | 69.78 | 77.26 |
| Citi | 3.66 | +16.00% | 5162665 | 44.24 | 0.00 | |
| VZ | Verizon Communications | 3.64 | -5.00% | 4618861 | 49.15 | 53.26 |
| GOOG | 3.62 | +9.00% | 284345 | 794.19 | 909.62 | |
| COST | Costco Wholesale Corporation | 3.54 | +2.00% | 2077201 | 106.11 | 111.66 |
| WY | Weyerhaeuser Company | 3.26 | -23.00% | 6474228 | 31.38 | 32.03 |
| YUM | Yum! Brands | 3.13 | +8.00% | 2708465 | 71.94 | 69.89 |
| PNC | PNC Financial Services | 2.89 | -21.00% | 2710115 | 66.50 | 70.70 |
| IBM | International Business Machines | 2.77 | -2.00% | 810114 | 213.30 | 205.65 |
| UTX | United Technologies Corporation | 2.75 | NEW | 1833583 | 93.43 | 95.74 |
| EBAY | eBay | 2.74 | -16.00% | 3154016 | 54.22 | 56.61 |
| TWX | Time Warner | 2.70 | -39.00% | 2925212 | 57.62 | 60.90 |
| OXY | Occidental Petroleum Corporation | 2.61 | -20.00% | 2078596 | 78.37 | 91.64 |
| HAL | Halliburton Company | 2.58 | NEW | 3974100 | 40.41 | 44.22 |
| BWA | BorgWarner | 2.50 | +27.00% | 2011247 | 77.34 | 85.35 |
| IFF | International Flavors & Fragrances | 2.27 | -6.00% | 1848887 | 76.67 | 81.69 |
| MSFT | Microsoft Corporation | 2.22 | -43.00% | 4829124 | 28.60 | 34.05 |
| CX | Cemex SAB de CV | 2.21 | NEW | 11283100 | 12.21 | 12.22 |
| ADP | Automatic Data Processing | 1.97 | -32.00% | 1889499 | 65.03 | 71.99 |
| IPG | Interpublic Group of Companies | 1.88 | NEW | 8994100 | 13.03 | 14.94 |
| KSU | Kansas City Southern | 1.85 | NEW | 1042514 | 110.90 | 117.58 |
| HOT | Starwood Hotels & Resorts Worldwide | 1.75 | +568.00% | 1709565 | 63.73 | 66.81 |
| TV | Grupo Televisa, S.A. | 1.71 | +17.00% | 4005036 | 26.61 | 26.77 |
| CXW | Corrections Corporation of America | 1.65 | -5.00% | 2632135 | 39.07 | 39.18 |
| VAR | Varian Medical Systems | 1.59 | NEW | 1372450 | 72.00 | 69.16 |
| GE | General Electric Company | 1.37 | -7.00% | 3695984 | 23.12 | 23.30 |
| VLO | Valero Energy Corporation | 1.26 | NEW | 1726926 | 45.49 | 39.46 |
| MAT | Mattel | 1.25 | NEW | 1777336 | 43.77 | 46.69 |
| EMR | Emerson Electric | 1.20 | +4.00% | 1335092 | 55.87 | 58.52 |
| JPM | JPMorgan Chase & Co. | 1.14 | NEW | 1494555 | 47.46 | 51.30 |
| DD | E.I. du Pont de Nemours & Company | 1.08 | +4.00% | 1363099 | 49.16 | 55.46 |
| Canadian Pacific Railway | 0.95 | NEW | 452838 | 130.47 | 0.00 | |
| Grupo Fin Santander adr b | 0.87 | -14.00% | 3516846 | 15.43 | 0.00 | |
| DIS | Walt Disney Company | 0.77 | NEW | 839636 | 56.80 | 67.56 |
| Seadrill | 0.77 | +6.00% | 1290659 | 37.21 | 0.00 | |
| LEG | Leggett & Platt | 0.61 | 1124307 | 33.78 | 33.98 | |
| SPG | Simon Property | 0.56 | 221845 | 158.56 | 178.12 | |
| MO | Altria | 0.55 | -3.00% | 993711 | 34.39 | 37.50 |
| SKM | SK Tele | 0.52 | -3.00% | 1814115 | 17.87 | 20.94 |
| SQM | Sociedad Quimica y Minera | 0.50 | -3.00% | 559413 | 55.45 | 47.95 |
| NLY | Annaly Capital Management | 0.46 | +34.00% | 1803336 | 15.89 | 14.97 |
| BXP | Boston Properties | 0.29 | 176351 | 101.06 | 112.43 | |
| VTR | Ventas | 0.21 | 175142 | 73.20 | 81.31 | |
| IPATH MSCI India Index Etn | 0.21 | +70.00% | 227050 | 57.20 | 0.00 | |
| ECL | Ecolab | 0.18 | 138460 | 80.18 | 88.49 | |
| SLB | Schlumberger | 0.17 | +529.00% | 144005 | 74.89 | 75.87 |
| SBUX | Starbucks Corporation | 0.17 | 190794 | 56.95 | 63.70 | |
| VNO | Vornado Realty Trust | 0.17 | 126071 | 83.64 | 88.02 | |
| Prologis | 0.16 | 257192 | 39.98 | 0.00 | ||
| SBS | Companhia de Saneamento Basi | 0.14 | +103.00% | 189045 | 47.73 | 13.17 |
| LKQX | LKQ Corporation | 0.13 | 362912 | 21.76 | 0.00 | |
| UNP | Union Pacific Corporation | 0.13 | -17.00% | 56678 | 142.42 | 158.72 |
| CIG | Companhia Energetica Minas Gerais | 0.13 | +218.00% | 701894 | 11.85 | 11.00 |
| Bunge | 0.12 | -10.00% | 97160 | 73.83 | 0.00 | |
| CERN | Cerner Corporation | 0.12 | 80884 | 94.74 | 98.83 | |
| AGCO | AGCO Corporation | 0.12 | 149200 | 52.12 | 55.01 | |
| QCOM | QUALCOMM | 0.12 | 112434 | 66.94 | 65.80 | |
| TIP | iShares Barclays TIPS Bond Fund | 0.12 | +4.00% | 59910 | 121.27 | 119.48 |
| BMRN | BioMarin Pharmaceutical | 0.11 | 105681 | 62.26 | 64.01 | |
| ADM | Archer Daniels Midland Company | 0.11 | +28.00% | 205118 | 33.73 | 35.00 |
| DLR | Digital Realty Trust | 0.11 | 104305 | 66.91 | 63.91 | |
| GILD | Gilead Sciences | 0.11 | +100.00% | 143600 | 48.94 | 54.98 |
| PWR | Quanta Services | 0.11 | NEW | 248000 | 28.58 | 29.77 |
| DLN | WisdomTree LargeCap Dividend Fund | 0.11 | +2.00% | 112245 | 58.90 | 61.95 |
| CSCO | Cisco Systems | 0.10 | 310969 | 20.90 | 23.93 | |
| PSA | Public Storage | 0.10 | -2.00% | 40032 | 152.33 | 167.39 |
| PX | Praxair | 0.10 | 54168 | 111.54 | 114.52 | |
| EMC | EMC Corporation | 0.10 | 260789 | 23.89 | 23.79 | |
| AVB | AvalonBay Communities | 0.10 | +3.00% | 50023 | 126.66 | 138.69 |
| FRT | Federal Realty Inv. Trust | 0.10 | 54810 | 108.05 | 117.70 | |
| MAC | Macerich Company | 0.10 | -2.00% | 98158 | 64.38 | 70.56 |
| PHO | PowerShares Water Resources | 0.10 | 259375 | 22.98 | 23.23 | |
| CTSH | Cognizant Technology Solutions | 0.09 | 69217 | 76.61 | 63.93 | |
| ITUB | Banco Itau Holding Financeira S.A. | 0.09 | 330615 | 17.80 | 17.20 | |
| ALXN | Alexion Pharmaceuticals | 0.09 | NEW | 59100 | 92.13 | 102.90 |
| LQD | iShares IBoxx $ Invest Grade Corp Bd Fd | 0.09 | +4.00% | 47823 | 119.90 | 120.62 |
| Catamaran | 0.09 | 110412 | 53.03 | 0.00 | ||
| HST | Host Hotels & Resorts | 0.08 | 284949 | 17.49 | 18.62 | |
| EXC | Exelon Corporation | 0.08 | 150000 | 34.48 | 35.16 | |
| SWN | Southwestern Energy Company | 0.08 | 134450 | 37.26 | 38.22 | |
| ESS | Essex Property Trust | 0.08 | -2.00% | 31074 | 150.58 | 166.49 |
| BBD | Banco Bradesco SA | 0.08 | +9.00% | 286663 | 17.02 | 16.87 |
| CPHD | Cepheid | 0.08 | 137532 | 38.37 | 38.18 | |
| WTR | Aqua America | 0.08 | -24.00% | 163217 | 31.44 | 32.62 |
| AGG | iShares Lehman Aggregate Bond | 0.08 | +2.00% | 42598 | 110.73 | 110.31 |
| REG | Regency Centers Corporation | 0.08 | 96336 | 52.91 | 57.78 | |
| MOO | Market Vectors Agribusiness | 0.08 | 95820 | 54.15 | 54.97 | |
| MOLX | Molex Incorporated | 0.07 | 157597 | 29.28 | 30.06 | |
| EQR | Equity Residential | 0.07 | -43.00% | 78657 | 55.06 | 59.61 |
| APC | Anadarko Petroleum Corporation | 0.07 | NEW | 51520 | 87.44 | 90.03 |
| SAN | Banco Santander-Chile | 0.07 | 150809 | 28.47 | 7.05 | |
| HCP | HCP | 0.07 | 93341 | 49.86 | 54.09 | |
| Mosaic | 0.07 | 72500 | 59.61 | 0.00 | ||
| WFMI | Whole Foods Market | 0.06 | -56.00% | 45236 | 86.75 | 0.00 |
| KRC | Kilroy Realty Corporation | 0.06 | NEW | 70600 | 52.39 | 58.88 |
| Credi | 0.06 | -6.00% | 21229 | 166.05 | 0.00 | |
| BRE | BRE Properties | 0.06 | NEW | 80700 | 48.67 | 53.28 |
| ARE | Alexandria Real Estate Equities | 0.06 | -2.00% | 53525 | 70.98 | 77.31 |
| MD | Mednax | 0.06 | NEW | 42600 | 89.62 | 92.33 |
| AWK | American Water Works | 0.06 | 91761 | 41.44 | 42.67 | |
| UDR | UDR | 0.06 | +6.00% | 157179 | 24.19 | 26.50 |
| RSX | Market Vector Russia ETF Trust | 0.06 | -8.00% | 132961 | 27.75 | 26.60 |
| IFGL | iShares FTSE EPRA/NAREIT Dev Gl Real ETF | 0.06 | 114194 | 34.15 | 35.64 | |
| ABV | Companhia de Bebidas das Americas | 0.05 | +8.00% | 68458 | 42.33 | 42.94 |
| BSBR | Banco Santander | 0.05 | +11.00% | 438000 | 7.26 | 7.32 |
| INFY | Infosys Technologies | 0.05 | -4.00% | 56618 | 53.91 | 42.90 |
| DE | Deere & Company | 0.05 | -26.00% | 39590 | 85.98 | 89.23 |
| ACC | American Campus Communities | 0.05 | +26.00% | 68132 | 45.34 | 44.50 |
| RDY | Dr. Reddy's Laboratories | 0.05 | +23.00% | 95366 | 32.35 | 38.70 |
| HMSY | HMS Holdings | 0.05 | 116900 | 27.15 | 25.96 | |
| UNFI | United Natural Foods | 0.05 | -20.00% | 68510 | 49.20 | 54.36 |
| Cosan Ltd shs a | 0.05 | NEW | 156700 | 19.50 | 0.00 | |
| KIM | Kimco Realty Corporation | 0.05 | -2.00% | 131604 | 22.40 | 24.46 |
| CPT | Camden Property Trust | 0.05 | -2.00% | 49504 | 68.68 | 74.77 |
| Chunghwa Telecom Co Ltd - | 0.05 | +21.00% | 98866 | 31.10 | 0.00 | |
| SLG | SL Green Realty | 0.04 | 29288 | 86.11 | 91.59 | |
| TCO | Taubman Centers | 0.04 | 30209 | 77.66 | 87.70 | |
| VWO | Vanguard Emerging Markets ETF | 0.04 | -90.00% | 52728 | 42.90 | 44.09 |
| PBR | Petroleo Brasileiro SA | 0.03 | +3.00% | 123954 | 16.57 | 18.93 |
| EEM | iShares MSCI Emerging Markets Indx | 0.03 | 37805 | 42.77 | 43.37 | |
| XOM | Exxon Mobil Corporation | 0.03 | 18648 | 90.09 | 91.14 | |
| AIV | Apartment Investment and Management | 0.03 | +9.00% | 63478 | 30.66 | 33.08 |
| Cbre Group Inc Cl A | 0.03 | +5.00% | 79786 | 25.26 | 0.00 | |
| FXI | iShares FTSE/Xinhua China 25 Index | 0.02 | -53.00% | 26331 | 36.91 | 37.66 |
| DEI | Douglas Emmett | 0.02 | +2.00% | 46295 | 24.93 | 27.61 |
| EWM | iShares MSCI Malaysia Index Fund | 0.02 | -24.00% | 92900 | 14.97 | 16.49 |
| * Barrick Gold | 0.01 | -99.00% | 20963 | 29.39 | 0.00 | |
| INTC | Intel Corporation | 0.01 | 17537 | 21.84 | 24.25 | |
| DPS | Dr Pepper Snapple | 0.01 | 12500 | 46.96 | 49.41 | |
| WGL | WGL Holdings | 0.01 | -10.00% | 10800 | 44.07 | 45.13 |
Past 13F-HR SEC Filings for Sarasin & Partners
- Sarasin & Partners 2012 Q4 - filed Jan. 15, 2013
- Sarasin & Partners 2012 Q3 - filed Nov. 5, 2012
- Sarasin & Partners 2012 Q2 - filed Aug. 2, 2012
- Sarasin & Partners 2012 Q1 - filed April 30, 2012
- Sarasin & Partners 2011 Q4 - filed Jan. 24, 2012
- Sarasin & Partners 2011 Q3 - filed Oct. 7, 2011
- Sarasin & Partners 2011 Q2 - filed July 21, 2011
- Sarasin & Partners 2011 Q1 - filed April 18, 2011
- Sarasin & Partners 2010 Q4 - filed Feb. 10, 2011
