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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
MSFTMicrosoft Corp
Recent Activity
Increased 33.49%
9.2%
$833.501M
1.977M shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Increased 5.35%
6.73%
$609.65M
4.54M shares@ $134.3 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.65%
5.62%
$509.284M
2.69M shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 16.62%
5.15%
$466.191M
796,213 shares@ $585.52 avg price
MAMastercard Incorporated
Recent Activity
Increased 4.78%
5.07%
$458.997M
871,674 shares@ $526.58 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 6.01%
4.15%
$375.378M
4.053M shares@ $92.62 avg price
HDHome Depot Inc
Recent Activity
Increased 2.68%
3.99%
$361.5M
929,329 shares@ $389.0 avg price
CLColgate Palmolive Co
Recent Activity
Increased 19.26%
3.55%
$321.626M
3.538M shares@ $90.92 avg price
EMREmerson Elec Co
Recent Activity
Increased 120.65%
2.42%
$218.889M
1.766M shares@ $123.94 avg price
LLYEli Lilly & Co
Recent Activity
Increased 6.36%
2.18%
$197.242M
255,495 shares@ $772.0 avg price