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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -16.45%
3.67%
$331.989M
1.385M shares@ $239.72 avg price
CLColgate Palmolive Co
Recent Activity
Increased 19.26%
3.55%
$321.626M
3.538M shares@ $90.92 avg price
MCOMoodys Corp
Recent Activity
Decreased -4.87%
2.94%
$266.228M
562,409 shares@ $473.37 avg price
BLKBlackrock Inc
Recent Activity
New Position
2.93%
$264.688M
258,204 shares@ $1025.12 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.93%
2.42%
$219.321M
239,363 shares@ $916.27 avg price
EMREmerson Elec Co
Recent Activity
Increased 120.65%
2.42%
$218.889M
1.766M shares@ $123.94 avg price
DEDeere & Co
Recent Activity
Decreased -33.49%
2.4%
$217.504M
513,344 shares@ $423.71 avg price
LLYEli Lilly & Co
Recent Activity
Increased 6.36%
2.18%
$197.242M
255,495 shares@ $772.0 avg price
FTNTFortinet Inc
Recent Activity
Increased 1.06%
2.04%
$184.353M
1.951M shares@ $94.48 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 4.2%
1.9%
$171.674M
936,011 shares@ $183.42 avg price