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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSCOCisco Sys Inc
| 1.76% | $158.989M 2.686M shares@ $59.21 avg price | Decreased -8.18% |
AVGOBroadcom Inc
| 1.75% | $157.969M 681,372 shares@ $231.84 avg price | Decreased -40.49% |
AMGNAmgen Inc
| 1.54% | $138.738M 532,299 shares@ $260.65 avg price | Decreased -34.95% |
KMBKimberly-clark Corp
| 1.43% | $129.506M 988,294 shares@ $131.04 avg price | Increased 140.07% |
MELIMercadolibre Inc
| 1.23% | $111.406M 65,516 shares@ $1700.44 avg price | Increased 1.03% |
PLDPrologis Inc.
| 1.1% | $99.026M 936,862 shares@ $105.71 avg price | Increased 0.31% |
MRKMerck & Co Inc
| 0.98% | $88.388M 888,501 shares@ $99.49 avg price | Decreased -52.84% |
ROSTRoss Stores Inc
| 0.96% | $86.732M 573,358 shares@ $151.28 avg price | New Position |
ECLEcolab Inc
| 0.85% | $76.95M 328,395 shares@ $234.33 avg price | Increased 1.48% |
OXYOccidental Pete Corp
| 0.54% | $48.942M 990,521 shares@ $49.41 avg price | Increased 5.43% |