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
$1.53B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$14.4M
3
+$11.3M
4
BDX icon
Becton Dickinson
BDX
+$11M
5
V icon
Visa
V
+$9.04M

Top Sells

1
+$7.13M
2
+$5.58M
3
+$4.4M
4
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$4.37M
5
PM icon
Philip Morris
PM
+$4.29M

Sector Composition

1 Consumer Staples 22.43%
2 Communication Services 19.86%
3 Consumer Discretionary 18.34%
4 Financials 13.49%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$170K 0.01%
+2,060
177
$170K 0.01%
+857
178
$170K 0.01%
+2,060
179
$170K 0.01%
+2,060
180
$170K 0.01%
+2,309
181
$170K 0.01%
+5,866
182
$170K 0.01%
+2,105
183
$170K 0.01%
+2,151
184
$170K 0.01%
+2,060
185
$170K 0.01%
+2,060
186
$170K 0.01%
+2,060
187
$170K 0.01%
+4,041
188
$170K 0.01%
+2,060
189
$170K 0.01%
+6,180
190
$170K 0.01%
+2,060
191
$170K 0.01%
+2,440
192
$170K 0.01%
+2,060
193
$170K 0.01%
+2,311
194
$170K 0.01%
+2,060
195
$170K 0.01%
+2,060
196
$170K 0.01%
+2,060
197
$170K 0.01%
+103
198
$170K 0.01%
+687
199
$170K 0.01%
+2,060
200
$170K 0.01%
+2,060
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