Richard Jocelyn

@Sarasin & Partners Llp

Latest period2024 - Q4

Reported2d ago

Managed Assets$9.064B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WYWeyerhaeuser Co Mtn Be Recent Activity Exited	0%	$18.866M 557,166 shares@ $33.87 avg price	Exited
GLDSpdr Gold Tr Recent Activity Exited	0%	$16.814M 69,177 shares@ $243.07 avg price	Exited
VTVanguard Intl Equity Index F Recent Activity Exited	0%	$14.979M 125,141 shares@ $119.71 avg price	Exited
BNDVanguard Bd Index Fds Recent Activity Exited	0%	$9.583M 127,592 shares@ $75.12 avg price	Exited
VTRVentas Inc Recent Activity Exited	0%	$5.47M 85,302 shares@ $64.14 avg price	Exited
WMTWalmart Inc Recent Activity Exited	0%	$5.249M 65,000 shares@ $80.75 avg price	Exited
WELLWelltower Inc Recent Activity Exited	0%	$4.348M 33,962 shares@ $128.03 avg price	Exited
DLNWisdomtree Tr Recent Activity Exited	0%	$3.659M 46,577 shares@ $78.56 avg price	Exited
VWOVanguard Intl Equity Index F Recent Activity Exited	0%	$2.922M 61,076 shares@ $47.86 avg price	Exited
YUMCYum China Hldgs Inc Recent Activity Exited	0%	$2.476M 55,000 shares@ $45.02 avg price	Exited