SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM $2.85B
This Quarter Return
+1.83%
1 Year Return
+12.38%
3 Year Return
+36.56%
5 Year Return
+139.3%
10 Year Return
+328.79%
AUM
$2.85B
AUM Growth
-$725M (-20%)
Cap. Flow
-$692M
Cap. Flow % of AUM
-24.32%
Top 10 Holdings %Top 10 Hldgs %
64.97%
Holding
230
New
12
Increased
29
Reduced
52
Closed
41
Top Buys
1 | $147M | |
2 | $42.1M | |
3 | $12.6M | |
4 | $5.97M | |
5 | $3.48M |
Top Sells
1 | $363M | |
2 | $163M | |
3 | $84.8M | |
4 | $81.1M | |
5 | $53M |
Sector Composition
1 | Financials | 24.28% |
2 | Industrials | 18.37% |
3 | Communication Services | 15.02% |
4 | Healthcare | 14.42% |
5 | Technology | 14.41% |