SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$118M
3
+$114M
4
TMO icon
Thermo Fisher Scientific
TMO
+$113M
5
SYK icon
Stryker
SYK
+$108M

Top Sells

1
+$37.1M
2
+$13.1M
3
+$5.83M
4
ZTS icon
Zoetis
ZTS
+$5.06M
5
V icon
Visa
V
+$4.57M

Sector Composition

1 Technology 24.03%
2 Healthcare 23.18%
3 Consumer Discretionary 13.45%
4 Financials 12.21%
5 Communication Services 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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