SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.94M
3 +$8.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.45M
5
SPGI icon
S&P Global
SPGI
+$5.82M

Top Sells

1 +$121M
2 +$9.37M
3 +$3.89M
4
BDX icon
Becton Dickinson
BDX
+$2.27M
5
PYPL icon
PayPal
PYPL
+$2.13M

Sector Composition

1 Consumer Discretionary 18.04%
2 Healthcare 17.89%
3 Technology 16.97%
4 Communication Services 15%
5 Financials 14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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-1,170
231
$0 ﹤0.01%
25
232
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-1,640
236
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241
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242
-19,730