SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$3.25B
1-Year Est. Return
27.24%
This Fund
S&P 500
1 Year Est. Return
+27.24%
AUM
$3.53B
AUM Growth
+$82.1M
(+2.4%)
Holding
229
Top Buys
| 1 | +$108M | |
| 2 | +$24.6M | |
| 3 | +$5.53M | |
| 4 |
GE Aerospace
GE
|
+$5.08M |
| 5 |
Mastercard
MA
|
+$3.95M |
Top Sells
| 1 | +$67.5M | |
| 2 | +$59.1M | |
| 3 | +$31.7M | |
| 4 |
Microsoft
MSFT
|
+$31.2M |
| 5 |
Netflix
NFLX
|
+$14.1M |
Sector Composition
| 1 | Technology | 23.85% |
| 2 | Financials | 19.5% |
| 3 | Communication Services | 16.64% |
| 4 | Industrials | 16.58% |
| 5 | Consumer Discretionary | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nucor
NUE
$40.2B
| – | – |
-4,400
|
|
||
227
Sibanye-Stillwater
SBSW
$12B
| – | – |
-119,235
|
|
||
228
Energy Fuels
UUUU
$5.47B
| – | – |
-59,379
|
|
||
229
Vale
VALE
$72B
| – | – |
-23,796
|
|