SFFS

Stonehage Fleming Financial Services Portfolio holdings

AUM $3.25B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2M
AUM Growth
-$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$40.7K
2
+$19.6K
3
+$3.83K
4
ZTS icon
Zoetis
ZTS
+$2.7K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.15K

Top Sells

1
+$2.1M
2
+$1.77M
3
+$1.24M
4
UNP icon
Union Pacific
UNP
+$1.11M
5
CSX icon
CSX Corp
CSX
+$994K

Sector Composition

1 Consumer Discretionary 18.77%
2 Healthcare 15.16%
3 Financials 14.79%
4 Communication Services 13.81%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
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