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
$840M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$57.1M
3
+$52.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$49.7M
5
BBWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K ﹤0.01%
+1,245
152
$32K ﹤0.01%
+1,760
153
$29K ﹤0.01%
+258
154
$28K ﹤0.01%
+1,051
155
$27K ﹤0.01%
+718
156
$26K ﹤0.01%
+430
157
$24K ﹤0.01%
+650
158
$22K ﹤0.01%
+1,117
159
$21K ﹤0.01%
+400
160
$21K ﹤0.01%
+350
161
$18K ﹤0.01%
+140
162
$14K ﹤0.01%
+633
163
$9K ﹤0.01%
+373
164
$7K ﹤0.01%
+833
165
$3K ﹤0.01%
+17
166
$2K ﹤0.01%
+90
3 4 5 6
7