SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$3.53B
1-Year Est. Return
29.91%
1 Year Est. Return
+29.91%
AUM
$3.44B
AUM Growth
+$596M
(+21%)
Holding
236
Top Buys
| 1 | +$315M | |
| 2 | +$226M | |
| 3 | +$37.1M | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$5.66M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.2M |
Top Sells
| 1 | +$75.9M | |
| 2 | +$62.6M | |
| 3 | +$44.7M | |
| 4 |
Microsoft
MSFT
|
+$8.17M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.68M |
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Financials | 20.27% |
| 3 | Industrials | 17% |
| 4 | Communication Services | 15.47% |
| 5 | Consumer Discretionary | 12.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.7B
| – | – |
-868
|
|
||
227
Ero Copper
ERO
$2.25B
| – | – |
-9,300
|
|
||
228
Embecta
EMBC
$807M
| – | – |
-13
|
|
||
229
CME Group
CME
$99.7B
| – | – |
-80
|
|
||
230
Bitdeer Technologies
BTDR
$4.7B
| – | – |
-4,109
|
|
||
231
Blackrock
BLK
$168B
| – | – |
-500
|
|
||
232
Baker Hughes
BKR
$47.2B
| – | – |
-4,613
|
|
||
233
Bright Horizons
BFAM
$5.57B
| – | – |
-4,256
|
|
||
234
First Majestic Silver
AG
$5.59B
| – | – |
-73,796
|
|
||
235
Agilent Technologies
A
$41.6B
| – | – |
-3,771
|
|
||
236
Solventum
SOLV
$12.4B
| – | – |
-28
|
|