SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$3.44B
This Quarter Return
+15.64%
1 Year Return
+25.04%
3 Year Return
+85.31%
5 Year Return
+118.37%
10 Year Return
+385.45%
AUM
$2.2M
AUM Growth
-$1.77B
(-100%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-1,119.8%
Top 10 Holdings %
Top 10 Hldgs %
65.75%
Holding
246
New
18
Increased
25
Reduced
71
Closed
65
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$40.7K |
| 2 |
Adobe
ADBE
|
$19.6K |
| 3 |
PayPal
PYPL
|
$3.83K |
| 4 |
Zoetis
ZTS
|
$2.7K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.15K |
Top Sells
| 1 |
Yum! Brands
YUM
|
$2.11M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
$1.77M |
| 3 |
Danaher
DHR
|
$1.24M |
| 4 |
Union Pacific
UNP
|
$1.11M |
| 5 |
CSX Corp
CSX
|
$994K |
Sector Composition
| 1 | Consumer Discretionary | 18.77% |
| 2 | Healthcare | 15.16% |
| 3 | Financials | 14.79% |
| 4 | Communication Services | 13.81% |
| 5 | Consumer Staples | 10.48% |
