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
$236M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$3.55M
3 +$3.39M
4
OUTR
OUTERWALL INC
OUTR
+$3.38M
5
WCC icon
WESCO International
WCC
+$3.27M

Top Sells

1 +$5.87M
2 +$5.48M
3 +$5.39M
4
ABBV icon
AbbVie
ABBV
+$3.99M
5
GILD icon
Gilead Sciences
GILD
+$3.58M

Sector Composition

1 Technology 18.06%
2 Industrials 17.82%
3 Healthcare 14.68%
4 Energy 6.84%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-86,470
352
-15,788
353
-47,696
354
-1,556