Sarasin & Partners LLP
Sarasin & Partners LLP
Sarasin & Partners is an investment management company based out of London with an additional location in Dublin. The company was founded in 1983 and is currently headed by CEO and CIO John G. E. Monson. Sarasin & Partners currently has over 220 employees and currently operates as a subsidiary of Bank Sarasin & Co. Ltd. The company conducts its research both internally and externally, utilizing quantitative and fundamental analysis methods to conduct its top down and bottom up investment approaches. Sarasin & Partners is known for being a “market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates.” The company invests in the public equity and fixed income markets on a global scale, focusing on a long term perspective, panoramic focus to capture opportunities arising from drivers of global change, and dynamic stewardship with responsible investing and believing that the “UK stock market is more exposed to international trends than most other major markets.” Sarasin & Partners invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of its total asset allocations, and also invests in the finance, materials, industrials, consumer staples, information technology, and health care sectors, among others to a lesser degree, in order of decreasing allocations. The company provides a variety of services including equity and fixed income portfolio management, balanced mutual funds management, and hedge funds management. Sarasin & Partners caters to a wide client base including financial advisors, multi-managers, pension funds, charities, insurance companies, and others. The company offers services in four main areas: Thematic Global Equities, Multi-Assets, Global Dividend Investing, and Funds of Funds. Sarasin & Partners currently offers a wide variety of funds including its EquiSar Global Thematic, Socially Responsible, UK Thematic, UK Thematic Opportunities, Food and Agriculture Opportunities, Fund of Funds Global Diversified Growth, and Global Higher Dividend funds, among many others.
Holdings MV
7.25B
Last Updated
2026-03-16
Total Holdings
20
Tracker Performance
Sarasin & Partners LLP
0%
S&P 500
0%
Total Return
+6.31%
Annualized Return
+7.98%
1 Day Change
+0.10%
Sharpe Ratio
0.34
Trade Updates
2026-03-16
Ticker
Name
03/16
Sell
5.03%
Fill Price --
4.98%
Ticker
Name
03/16
Sell
2.91%
Fill Price --
2.91%
Ticker
Name
03/16
Sell
7.20%
Fill Price --
7.15%
Ticker
Name
03/16
Buy
3.91%
Fill Price --
3.94%
Ticker
Name
03/16
Buy
3.61%
Fill Price --
3.67%
Ticker
Name
03/16
Buy
4.51%
Fill Price --
4.65%
Ticker
Name
03/16
Sell
4.06%
Fill Price --
3.97%
Ticker
Name
03/16
Buy
3.90%
Fill Price --
4.06%
Ticker
Name
03/16
Sell
3.10%
Fill Price --
3.00%
Ticker
Name
03/16
Sell
8.84%
Fill Price --
8.72%
Ticker
Name
03/16
Buy
3.20%
Fill Price --
3.24%
Ticker
Name
03/16
Buy
5.51%
Fill Price --
5.59%
Ticker
Name
03/16
Buy
2.71%
Fill Price --
2.88%
Ticker
Name
03/16
Sell
3.35%
Fill Price --
3.31%
Ticker
Name
03/16
Sell
11.52%
Fill Price --
11.45%
Ticker
Name
03/16
Buy
2.97%
Fill Price --
3.02%
Ticker
Name
03/16
Sell
11.68%
Fill Price --
11.36%
Ticker
Name
03/16
Buy
2.91%
Fill Price --
3.00%
Ticker
Name
03/16
Buy
4.61%
Fill Price --
4.65%
Current Holdings
Sarasin & Partners LLP maintains a prominent position in the Electronics sector (20.96%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Internet & Media and other industries, balancing sector-specific growth potential with risk management.
Electronics
20.96%
Internet & Media
18.80%
Non-Bank Financials
18.42%
Computer
18.24%
Commerce
11.10%
Defense
7.00%
Banks
4.70%
Manufacturing
4.13%
Medical Biology
2.66%
Mining
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+153.17%
9.05%
Ticker
Name
+51.71%
4.40%
Ticker
Name
+46.17%
3.21%
Ticker
Name
+30.73%
4.86%
Ticker
Name
+24.41%
11.61%
Ticker
Name
+12.04%
8.01%
Ticker
Name
+8.65%
3.58%
Ticker
Name
+5.16%
4.20%
Ticker
Name
+4.63%
4.70%
Ticker
Name
+2.57%
2.66%
Ticker
Name
+2.11%
4.95%
Ticker
Name
+0.30%
3.91%
Ticker
Name
-0.48%
2.78%
Ticker
Name
-2.05%
4.13%
Ticker
Name
-6.66%
3.09%
Ticker
Name
-7.06%
5.37%
Ticker
Name
-14.65%
10.72%
Ticker
Name
-16.29%
3.33%
Ticker
Name
-19.33%
2.80%
Ticker
Name
-20.78%
2.66%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does Sarasin & Partners LLP currently hold?
As of the latest update on 2026-03-16, the Sarasin & Partners LLP portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has Sarasin & Partners LLP's portfolio performed recently?
Over the recent period, Sarasin & Partners LLP has demonstrated significant growth. The portfolio currently shows a Total Return of +6.31%, with an Annualized Return of +7.98%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of Sarasin & Partners LLP?
The current market value of Sarasin & Partners LLP's disclosed holdings is approximately $7.25B. This figure reflects the value of assets tracked based on their latest filing.