SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.5M
3
+$1.61M
4
KKR icon
KKR & Co
KKR
+$1.29M
5
CME icon
CME Group
CME
+$1.06M

Top Sells

1
+$43.6M
2
+$4.39M
3
+$4.25M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M
5
V icon
Visa
V
+$2.45M

Sector Composition

1 Financials 22.51%
2 Technology 19.19%
3 Communication Services 18.86%
4 Consumer Staples 13.16%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
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5 6 7
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