SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$396M
2 +$283M
3 +$204M
4
SYK icon
Stryker
SYK
+$162M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$159M

Top Sells

1 +$231M
2 +$128M
3 +$53.4M
4
ADBE icon
Adobe
ADBE
+$34M
5
JD icon
JD.com
JD
+$22.8M

Sector Composition

1 Healthcare 23.87%
2 Technology 22.9%
3 Financials 17.59%
4 Communication Services 12.02%
5 Consumer Discretionary 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,431
277
-14,578
278
-1,245
279
-518,640
280
-225
281
-10,000
282
-4,950
283
-938
284
-800
285
-163
286
-35
287
-2,000
288
-6,170
289
-1,698
290
-2,004
291
-12,939
292
-8,500
293
-22,300
294
-211,373
295
-81,140
296
-1,040
297
-8,585
298
-3,890
299
-43,135