Equal-WT
WhaleScore 2.0
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Sarasin & Partners LLP is based out of London. Sarasin & Partners LLP is a large advisory firm with 158 clients and discretionary assets under management (AUM) of $555,345,679 (Form ADV from 2023-06-30). Their last reported 13F filing for Q4 2023 included $9,096,038,438 in managed 13F securities
and a top 10 holdings concentration of 45.34%. Sarasin & Partners LLP's largest holding is Amazon.com Inc. with shares held of 4,132,653. Whalewisdom has at least 58 13F filings, and 8 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
LLY Lilly (Eli) & Co. | 1.52% |
NVDA NVIDIA Corp. | 1.33% |
AMT American Tower Corp. | 1.03% |
AMZN Amazon.com Inc. | 0.68% |
PLD ProLogis, Inc. | 0.42% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CME CME Group Inc | 1% |
MRK Merck & Co | 0.81% |
ILMN Illumina Inc | 0.73% |
GOOGL Alphabet Inc. Class | 0.62% |
AVGO Broadcom Ltd. (Avago | 0.49% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AMZN Amazon.com Inc. | 6.9% |
GOOGL Alphabet Inc. Class | 6.27% |
MSFT Microsoft Corp. | 5.89% |
CME CME Group Inc | 5.22% |
TSM Taiwan Semiconductor | 4.19% |
2023-12-31
13F Activity
Market Value | $9.10b, Prior: $8.01b |
New Purchases | 10 stocks |
Added To | 23 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 45 stocks |
Top 10 Holdings % | 45.34% |
Turnover %[1] | 17.86% |
Turnover Alt %[2] | 5.19% |
Time Held Top 20 | 14.25 quarters |
Time Held Top 10 | 9.1 quarters |
Time Held All | 23.01 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31