SFU

Stonehage Fleming (UK) Portfolio holdings

AUM $220M
1-Year Est. Return 0.71%
This Quarter Est. Return
1 Year Est. Return
+0.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$11.1M
3 +$6.42M
4
ABBV icon
AbbVie
ABBV
+$6.27M
5
INTC icon
Intel
INTC
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.39%
2 Industrials 13.79%
3 Healthcare 13.67%
4 Materials 10.07%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32K 0.01%
+2,463
252
$31K 0.01%
+1,499
253
$30K 0.01%
+8,876
254
$29K 0.01%
+1,400
255
$25K 0.01%
+894
256
$24K 0.01%
+10,000
257
$15K 0.01%
+6,400
258
$15K 0.01%
+456
259
$14K 0.01%
+344
260
$14K 0.01%
+2,000
261
0
262
$10K ﹤0.01%
+250
263
$9K ﹤0.01%
+356
264
$7K ﹤0.01%
+599
265
$1K ﹤0.01%
+53
266
$1K ﹤0.01%
+161