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
$203M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$2.46M
3 +$2.32M
4
MXIM
Maxim Integrated Products
MXIM
+$2.14M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.9M

Top Sells

1 +$3.55M
2 +$3.3M
3 +$2.66M
4
EDU icon
New Oriental
EDU
+$2.39M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.14M

Sector Composition

1 Technology 22.8%
2 Industrials 17.04%
3 Consumer Discretionary 13.1%
4 Healthcare 11.16%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
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$0 ﹤0.01%
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