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
$3.53B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$116M
2 +$25.1M
3 +$6.41M
4
GE icon
GE Aerospace
GE
+$5.59M
5
MA icon
Mastercard
MA
+$3.91M

Top Sells

1 +$66.6M
2 +$65.4M
3 +$31.7M
4
CL icon
Colgate-Palmolive
CL
+$29.7M
5
NFLX icon
Netflix
NFLX
+$13.9M

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
HL icon
226
Hecla Mining
HL
$16.4B
-53,932
GLW icon
227
Corning
GLW
$77.4B
-10,230
EXK
228
Endeavour Silver
EXK
$3.34B
-165,020
BOOT icon
229
Boot Barn
BOOT
$5.91B
-3,690