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
$1.84B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$28M
3
+$13.3M
4
BABA icon
Alibaba
BABA
+$2.53M
5
ADBE icon
Adobe
ADBE
+$1.08M

Top Sells

1
+$65.8M
2
+$46.9M
3
+$33.4M
4
EL icon
Estee Lauder
EL
+$31.6M
5
PYPL icon
PayPal
PYPL
+$27.8M

Sector Composition

1 Consumer Discretionary 21.34%
2 Consumer Staples 18.99%
3 Communication Services 18.31%
4 Financials 16.97%
5 Healthcare 13.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-90
252
– –
-2,023
253
– –
-6,633
254
– –
-5,544
7 8 9 10
11