Sarasin & Partners as of March 31, 2025
Portfolio Holdings for Sarasin & Partners
Sarasin & Partners holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.6 | $796M | 2.1M | 375.39 | |
| Amazon (AMZN) | 5.2 | $478M | 2.5M | 190.26 | |
| NVIDIA Corporation (NVDA) | 4.5 | $418M | 3.9M | 108.38 | |
| Mastercard Incorporated Cl A (MA) | 4.5 | $417M | 760k | 548.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $396M | 2.6M | 154.64 | |
| Apple (AAPL) | 4.3 | $396M | 1.8M | 222.13 | |
| Otis Worldwide Corp (OTIS) | 4.1 | $376M | 3.6M | 103.20 | |
| Meta Platforms Cl A (META) | 4.0 | $371M | 643k | 576.36 | |
| Colgate-Palmolive Company (CL) | 3.9 | $363M | 3.9M | 93.70 | |
| Cme (CME) | 3.4 | $311M | 1.2M | 265.29 | |
| UnitedHealth (UNH) | 3.1 | $290M | 554k | 523.75 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $264M | 1.1M | 245.30 | |
| Zoetis Cl A (ZTS) | 2.8 | $256M | 1.6M | 164.65 | |
| Emerson Electric (EMR) | 2.6 | $244M | 2.2M | 109.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $244M | 1.5M | 166.00 | |
| Home Depot (HD) | 2.6 | $243M | 664k | 366.49 | |
| Fortinet (FTNT) | 2.6 | $240M | 2.5M | 96.26 | |
| Blackrock (BLK) | 2.5 | $231M | 244k | 946.48 | |
| Costco Wholesale Corporation (COST) | 2.4 | $225M | 238k | 945.78 | |
| Deere & Company (DE) | 2.3 | $214M | 455k | 469.35 | |
| Moody's Corporation (MCO) | 2.3 | $208M | 446k | 465.69 | |
| Eli Lilly & Co. (LLY) | 2.0 | $188M | 228k | 825.91 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $187M | 376k | 497.60 | |
| American Tower Reit (AMT) | 1.9 | $175M | 805k | 217.60 | |
| Amgen (AMGN) | 1.9 | $174M | 558k | 311.55 | |
| Kimberly-Clark Corporation (KMB) | 1.9 | $173M | 1.2M | 142.22 | |
| Tetra Tech (TTEK) | 1.5 | $135M | 4.6M | 29.25 | |
| Chipotle Mexican Grill (CMG) | 1.4 | $125M | 2.5M | 50.21 | |
| MercadoLibre (MELI) | 1.3 | $119M | 61k | 1950.87 | |
| Cisco Systems (CSCO) | 1.2 | $109M | 1.8M | 61.71 | |
| Broadcom (AVGO) | 1.1 | $103M | 616k | 167.43 | |
| Prologis (PLD) | 1.1 | $97M | 868k | 111.79 | |
| Merck & Co (MRK) | 0.9 | $83M | 927k | 89.76 | |
| A. O. Smith Corporation (AOS) | 0.8 | $74M | 1.1M | 65.36 | |
| Servicenow (NOW) | 0.6 | $60M | 75k | 796.14 | |
| Ross Stores (ROST) | 0.6 | $59M | 461k | 127.79 | |
| Morgan Stanley Com New (MS) | 0.5 | $43M | 366k | 116.67 | |
| Pfizer (PFE) | 0.4 | $37M | 1.5M | 25.34 | |
| Snap-on Incorporated (SNA) | 0.3 | $26M | 78k | 337.01 | |
| Gra (GGG) | 0.3 | $26M | 305k | 83.51 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $23M | 128k | 179.70 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $18M | 62k | 288.14 | |
| Netflix (NFLX) | 0.2 | $17M | 19k | 932.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $15M | 94k | 156.23 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $14M | 469k | 29.28 | |
| Ecolab (ECL) | 0.1 | $14M | 53k | 253.52 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $10M | 209k | 49.36 | |
| Welltower Inc Com reit (WELL) | 0.1 | $10M | 66k | 153.21 | |
| Peak (DOC) | 0.1 | $8.9M | 442k | 20.22 | |
| Equinix (EQIX) | 0.1 | $8.7M | 11k | 815.35 | |
| Ventas (VTR) | 0.1 | $8.0M | 116k | 68.76 | |
| Equity Residential Sh Ben Int (EQR) | 0.1 | $6.9M | 97k | 71.58 | |
| Public Storage (PSA) | 0.1 | $6.4M | 21k | 299.29 | |
| AvalonBay Communities (AVB) | 0.1 | $5.7M | 26k | 214.62 | |
| Aramark Hldgs (ARMK) | 0.1 | $5.3M | 155k | 34.52 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.3M | 60k | 87.79 | |
| Nike CL B (NKE) | 0.1 | $5.1M | 81k | 63.48 | |
| Evercore Class A (EVR) | 0.1 | $5.0M | 25k | 199.72 | |
| Quanta Services (PWR) | 0.1 | $4.8M | 19k | 254.18 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $4.8M | 66k | 73.45 | |
| Essex Property Trust (ESS) | 0.1 | $4.7M | 15k | 306.57 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $3.8M | 31k | 122.30 | |
| Bellring Brands Common Stock (BRBR) | 0.0 | $3.7M | 50k | 74.46 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $3.6M | 39k | 92.51 | |
| Marriott Intl Cl A (MAR) | 0.0 | $3.6M | 15k | 238.20 | |
| Crown Castle Intl (CCI) | 0.0 | $3.6M | 34k | 104.23 | |
| Doximity Cl A (DOCS) | 0.0 | $3.5M | 60k | 58.03 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.7M | 23k | 115.95 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.7M | 59k | 45.26 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.6M | 39k | 66.44 | |
| Mid-America Apartment (MAA) | 0.0 | $2.3M | 14k | 167.58 | |
| Walt Disney Company (DIS) | 0.0 | $2.1M | 22k | 98.70 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.0M | 30k | 67.85 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $2.0M | 20k | 97.58 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $1.9M | 58k | 32.76 | |
| Freshpet (FRPT) | 0.0 | $1.9M | 23k | 83.17 | |
| AGCO Corporation (AGCO) | 0.0 | $1.9M | 20k | 92.57 | |
| Elf Beauty (ELF) | 0.0 | $1.6M | 25k | 62.79 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $1.2M | 10k | 119.46 | |
| Boston Properties (BXP) | 0.0 | $1.1M | 17k | 67.19 | |
| Bank of America Corporation (BAC) | 0.0 | $960k | 23k | 41.73 |
