SFFS
Stonehage Fleming Financial Services Portfolio holdings
AUM
$3.44B
This Quarter Return
+10.58%
1 Year Return
+25.04%
3 Year Return
+85.31%
5 Year Return
+118.37%
10 Year Return
+385.45%
AUM
$2.74B
AUM Growth
+$2.74B
(+75%)
Cap. Flow
+$1.03B
Cap. Flow
% of AUM
37.47%
Top 10 Holdings %
Top 10 Hldgs %
55.73%
Holding
243
New
67
Increased
18
Reduced
51
Closed
44
Top Buys
| 1 |
Microsoft
MSFT
|
$239M |
| 2 |
McDonald's
MCD
|
$118M |
| 3 |
Edwards Lifesciences
EW
|
$114M |
| 4 |
Thermo Fisher Scientific
TMO
|
$113M |
| 5 |
Stryker
SYK
|
$108M |
Top Sells
| 1 |
Walt Disney
DIS
|
$37.1M |
| 2 |
NVIDIA
NVDA
|
$13.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$5.83M |
| 4 |
Zoetis
ZTS
|
$5.06M |
| 5 |
Visa
V
|
$4.57M |
Sector Composition
| 1 | Technology | 24.03% |
| 2 | Healthcare | 23.18% |
| 3 | Consumer Discretionary | 13.45% |
| 4 | Financials | 12.21% |
| 5 | Communication Services | 11.94% |
