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Richard Jocelyn

@Sarasin & Partners Llp

Latest period2024 - Q4ReportedManaged Assets$9.064BTotal holdings62
Assets growth rate-14.48%Assets growth rate (2-Q avg)-10.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sarasin & Partners Llp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Sarasin & Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 9.064B in assets, with a quarterly growth rate of -14.48% and a 2-quarter average growth rate of -10.29%. The portfolio is managed by Richard Jocelyn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.46%
7.64%
$692.019M
2.763M shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -9.07%
6.92%
$626.829M
2.857M shares@ $219.4 avg price
CMECme Group Inc
Recent Activity
Decreased -1.13%
4.45%
$403.084M
1.736M shares@ $232.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -16.45%
3.67%
$331.989M
1.385M shares@ $239.72 avg price
MCOMoodys Corp
Recent Activity
Decreased -4.87%
2.94%
$266.228M
562,409 shares@ $473.37 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.93%
2.42%
$219.321M
239,363 shares@ $916.27 avg price
DEDeere & Co
Recent Activity
Decreased -33.49%
2.4%
$217.504M
513,344 shares@ $423.71 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -8.18%
1.76%
$158.989M
2.686M shares@ $59.21 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -40.49%
1.75%
$157.969M
681,372 shares@ $231.84 avg price
AMGNAmgen Inc
Recent Activity
Decreased -34.95%
1.54%
$138.738M
532,299 shares@ $260.65 avg price