Long-term investor
Stonehage Fleming Financial Services Holdings LTD @stonehageflemingfinancia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001786379).
Record
- Tracked since 2025-06-30 (446 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +2.4% · all +2.4%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 9.8% · long · since 2025-06-30
- AVGO · 7.9% · long · since 2025-09-30
- KLAC · 6.0% · long · since 2025-06-30
- SPGI · 5.6% · long · since 2025-06-30
- MA · 5.5% · long · since 2025-06-30
- CDNS · 5.5% · long · since 2025-06-30
- AJG · 4.9% · long · since 2025-06-30
- AMZN · 4.8% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- SYK · 4.5% · long · since 2025-06-30
- MCD · 4.5% · long · since 2025-06-30
- APH · 4.5% · long · since 2025-06-30