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
$1.48B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.1M
3
+$3.64M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.55M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M

Top Sells

1
+$128M
2
+$89M
3
+$77.4M
4
V icon
Visa
V
+$75.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.5M

Sector Composition

1 Financials 22.24%
2 Healthcare 21.41%
3 Consumer Discretionary 16.77%
4 Technology 14.44%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
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