SFU
Stonehage Fleming (UK) Portfolio holdings
AUM
$220M
1-Year Return
0.71%
This Quarter Return
+5.54%
1 Year Return
+0.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
-$21.1M
(-9.4%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-12.5%
Top 10 Holdings %
Top 10 Hldgs %
23.22%
Holding
369
New
59
Increased
49
Reduced
72
Closed
76
Top Buys
| 1 |
Tapestry
TPR
|
$3.6M |
| 2 |
Brinker International
EAT
|
$2.46M |
| 3 |
Verizon
VZ
|
$2.32M |
| 4 |
MXIM
Maxim Integrated Products
MXIM
|
$2.14M |
| 5 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$1.9M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$3.55M |
| 2 |
Pitney Bowes
PBI
|
$3.3M |
| 3 |
Edwards Lifesciences
EW
|
$2.66M |
| 4 |
New Oriental
EDU
|
$2.39M |
| 5 |
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% |