SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$3.44B
1-Year Return
25.04%
This Quarter Return
+6.02%
1 Year Return
+25.04%
3 Year Return
+85.31%
5 Year Return
+118.37%
10 Year Return
+385.45%
AUM
$840M
AUM Growth
–
Cap. Flow
+$840M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.43%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walt Disney
DIS
|
$65.8M |
| 2 |
Colgate-Palmolive
CL
|
$57.1M |
| 3 |
Philip Morris
PM
|
$52.4M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$49.7M |
| 5 |
Bath & Body Works
BBWI
|
$49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 29.99% |
| 2 | Communication Services | 21.59% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Financials | 11.41% |
| 5 | Healthcare | 8.35% |
