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
201
$170K 0.01%
+103
202
$170K 0.01%
+1,030
203
$170K 0.01%
+2,060
204
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+687
205
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+2,060
206
$170K 0.01%
+2,060
207
$170K 0.01%
+2,060
208
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209
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210
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211
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212
$170K 0.01%
+2,060
213
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+4,120
214
$170K 0.01%
+2,060
215
$170K 0.01%
+2,060
216
$170K 0.01%
+2,060
217
$170K 0.01%
+2,060
218
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219
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220
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221
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222
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223
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224
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225
$170K 0.01%
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7 8
9
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