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SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$2.75B
1-Year Est. Return
13.81%
This Fund
S&P 500
This Quarter
Est. Return
-8.91%
1 Year Est. Return
+13.81%
3 Year Est. Return
+64.26%
5 Year Est. Return
+69.76%
10 Year Est. Return
+345.16%
AUM
$2.75B
AUM Growth
-$503M
(-15%)
Cap. Flow
-$198M
Cap. Flow
% of AUM
-7.2%
Top 10 Holdings %
Top 10 Hldgs %
59.48%
Holding
254
New
32
Increased
38
Reduced
59
Closed
28
Top Buys
| 1 |
Cintas
CTAS
|
+$114M |
| 2 |
Netflix
NFLX
|
+$66.3M |
| 3 |
West Pharmaceutical
WST
|
+$63.4M |
| 4 |
McDonald's
MCD
|
+$30.8M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$30.7M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$120M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$90.7M |
| 3 |
Amphenol
APH
|
+$74.7M |
| 4 |
Microsoft
MSFT
|
+$63.6M |
| 5 |
Verisk Analytics
VRSK
|
+$52.7M |
Sector Composition
| 1 | Financials | 23.32% |
| 2 | Technology | 20.63% |
| 3 | Communication Services | 16.25% |
| 4 | Industrials | 12.21% |
| 5 | Consumer Discretionary | 11.16% |
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