SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.53B
1-Year Est. Return 29.91%
This Quarter Est. Return
1 Year Est. Return
+29.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$53M
3
+$36.5M
4
CL icon
Colgate-Palmolive
CL
+$10.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.36M

Top Sells

1
+$74.8M
2
+$70.2M
3
+$65M
4
ZTS icon
Zoetis
ZTS
+$57.4M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$49.7M

Sector Composition

1 Financials 19.51%
2 Healthcare 18.76%
3 Technology 18.64%
4 Consumer Discretionary 13.89%
5 Communication Services 12.98%
Name Market Value Portfolio Weight Shares or Principal Change
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