Stonehage Fleming Financial Services Holdings LTD has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.57 Billion distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $363M, Microsoft Corp with a value of $357M, Alphabet Inc. with a value of $266M, S&P Global Inc. with a value of $207M, and Cadence Design Systems Inc with a value of $196M.

Examining the 13F form we can see an decrease of $214M in the current position value, from $3.78B to 3.57B.

Below you can find more details about Stonehage Fleming Financial Services Holdings LTD portfolio as well as his latest detailed transactions.

Portfolio value $3.57 Billion
Financial Services: $698 Million
Healthcare: $670 Million
Consumer Cyclical: $665 Million
Technology: $664 Million
Communication Services: $464 Million
Industrials: $185 Million
ETFs: $111 Million
Consumer Defensive: $104 Million
Other: $5.81 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $3.57 Billion
  • Prior Value $3.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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