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
$1.3B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$942K
3
+$704K
4
GLD icon
SPDR Gold Trust
GLD
+$634K
5
COIN icon
Coinbase
COIN
+$574K

Top Sells

1
+$195M
2
+$122M
3
+$92.6M
4
NKE icon
Nike
NKE
+$90M
5
AMZN icon
Amazon
AMZN
+$85.6M

Sector Composition

1 Communication Services 21.43%
2 Financials 20.38%
3 Technology 17.62%
4 Healthcare 13.21%
5 Consumer Staples 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68K 0.01%
+1,790
127
$68K 0.01%
234
-623
128
$66K 0.01%
2,525
129
$64K ﹤0.01%
+1,842
130
$62K ﹤0.01%
+375
131
$61K ﹤0.01%
4,950
132
$56K ﹤0.01%
+202
133
$55K ﹤0.01%
500
134
$54K ﹤0.01%
+1,500
135
$53K ﹤0.01%
5,996
136
$49K ﹤0.01%
1,816
+566
137
$47K ﹤0.01%
+1,852
138
$46K ﹤0.01%
+700
139
$45K ﹤0.01%
2,905
140
$43K ﹤0.01%
856
141
$40K ﹤0.01%
100
142
$39K ﹤0.01%
693
143
$38K ﹤0.01%
1,155
144
$36K ﹤0.01%
400
145
$34K ﹤0.01%
1,650
146
$34K ﹤0.01%
1,656
147
$33K ﹤0.01%
785
148
$32K ﹤0.01%
360
149
$31K ﹤0.01%
+230
150
$31K ﹤0.01%
1,698
4 5
6
7 8