Fund HoldingsStonehage Fleming Financial Services Holdings Ltd

Total Portfolio Value
$1.56B
Total Bought
$296.38M
Total Sold
$2.17B
Net Transaction
-$1.87B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0230,277+230,277063,9644.09%+63,964
META PLATFORMS INC(META)0273,745+273,745057,9583.71%+57,958
DISNEY WALT CO(DIS)0501,224+501,224050,0843.20%+50,084
LAUDER ESTEE COS INC(EL)483,655435,414-48,24170,735106,9756.84%+36,240
ALIBABA GROUP HLDG LTD(BABA)0251,851+251,851025,6601.64%+25,660
JD.COM INC(JD)0518,640+518,640022,7951.46%+22,795
PAYPAL HLDGS INC(PYPL)0211,373+211,373016,1251.03%+16,125
SEA LTD(SE)081,140+81,14007,0230.45%+7,023
SPDR S&P 500 ETF TR(SPY)013,532+13,53205,5400.35%+5,540
INTUITIVE SURGICAL INC014,578+14,57803,4010.22%+3,401
KE HLDGS INC(BEKE)092,500+92,50001,7430.11%+1,743
JOHNSON & JOHNSON(JNJ)013,094+13,09402,0380.13%+2,038
GILEAD SCIENCES INC(GILD)015,599+15,59901,2940.08%+1,294
HOSTESS BRANDS INC043,135+43,13501,0730.07%+1,073
COCA COLA CO(KO)015,756+15,75609770.06%+977
MERCK & CO INC(MRK)011,954+11,95401,2690.08%+1,269
CDW CORP(CDW)04,125+4,12508040.05%+804
KKR & CO INC(KKR)044,909+44,90902,3320.15%+2,332
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
08,500+8,50006850.04%+685
COINBASE GLOBAL INC(COIN)08,902+8,90206000.04%+600
YUM CHINA HLDGS INC(YUMC)08,585+8,58505440.03%+544
BOYD GAMING CORP(BYD)08,330+8,33005340.03%+534
ISHARES INC
MSCI JAPAN ETF
08,935+8,93505240.03%+524
ISHARES INC08,443+8,44305170.03%+517
OTIS WORLDWIDE CORP(OTIS)06,170+6,17005130.03%+513
ARK ETF TR
3D PRINTING ETF
022,300+22,30005110.03%+511
SPDR SER TR
ST BLOO HIGH ETF
018,245+18,24501,6930.11%+1,693
ISHARES TR
GENOMICS IMMUN
020,000+20,00004650.03%+465
CHEVRON CORP NEW(CVX)011,294+11,29401,8320.12%+1,832
ISHARES TR28,49932,921+4,4223,1543,6080.23%+454
CATERPILLAR INC(CAT)05,580+5,58001,2770.08%+1,277
ISHARES INC
MSCI TAIWAN ETF
09,679+9,67904390.03%+439
ICICI BANK LIMITED(IBN)019,200+19,20004140.03%+414
EAST WEST BANCORP INC(EWBC)07,225+7,22504010.03%+401
DIAGEO PLC(DEO)02,300+2,30003910.02%+391
NETFLIX INC(NFLX)03,181+3,18101,0860.07%+1,086
CARRIER GLOBAL CORPORATION(CARR)017,212+17,21207760.05%+776
CLOROX CO DEL(CLX)06,035+6,03509550.06%+955
CITIGROUP INC(C)05,343+5,34302510.02%+251
BOOKING HOLDINGS INC(BKNG)0496+49601,2950.08%+1,295
ISHARES TR02,434+2,43403140.02%+314
DANAHER CORPORATION(DHR)01,017+1,01702630.02%+263
FEDEX CORP(FDX)03,324+3,32407250.05%+725
ISHARES TR0807+80701970.01%+197
NOMAD FOODS LTD(NOMD)038,425+38,42507310.05%+731
GLOBAL X FDS012,531+12,53101900.01%+190
ISHARES TR01,245+1,24501890.01%+189
MERCADOLIBRE INC(MELI)325530+2055116990.04%+188
FIRST CTZNS BANCSHARES INC N(FCNCA)01,113+1,11301,0410.07%+1,041
AMERIPRISE FINL INC(AMP)02,514+2,51407560.05%+756
VANGUARD WORLD FDS
HEALTH CAR ETF
05,566+5,56601,3060.08%+1,306
KINDER MORGAN INC DEL(KMI)010,000+10,00001750.01%+175
ISHARES TR
MSCI INDIA ETF
04,431+4,43101740.01%+174
HOME DEPOT INC(HD)0920+92002600.02%+260
BROWN FORMAN CORP(BF-A)02,086+2,08601340.01%+134
CVS HEALTH CORP(CVS)01,775+1,77501320.01%+132
CHAMPIONX CORPORATION04,755+4,75501250.01%+125
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
02,004+2,00401070.01%+107
DESKTOP METAL INC038,900+38,90001010.01%+101
SALESFORCE INC(CRM)0455+4550910.01%+91
ISHARES INC
CORE MSCI EMKT
04,029+4,02901730.01%+173
BAKER HUGHES COMPANY(BKR)021,350+21,35006140.04%+614
KNOWLES CORP(KN)04,950+4,9500830.01%+83
VALERO ENERGY CORP(VLO)0673+6730940.01%+94
INVESCO EXCH TRADED FD TR II
SOLAR ETF
01,040+1,0400810.01%+81
AVANTOR INC(AVTR)033,111+33,11107040.04%+704
SHOPIFY INC(SHOP)04,750+4,75001520.01%+152
CONOCOPHILLIPS(COP)01,740+1,74001730.01%+173
CARMAX INC(KMX)010,009+10,00906120.04%+612
CHENIERE ENERGY INC(LNG)0375+3750590.00%+59
GLOBAL X FDS
LITHIUM BTRY ETF
01,250+1,2500790.01%+79
ALPS ETF TR
ALERIAN MLP
01,500+1,5000580.00%+58
LIBERTY MEDIA CORP DEL0820+8200550.00%+55
THE CIGNA GROUP(CI)0202+2020520.00%+52
ISHARES TR
FUTU AI TECH ETF
12,50015,375+2,8754314820.03%+51
JPMORGAN CHASE & CO(JPM)05,279+5,27905580.04%+558
COMCAST CORP NEW(CCZ)01,230+1,2300470.00%+47
SPDR S&P MIDCAP 400 ETF TR(MDY)0100+1000460.00%+46
GOLDMAN SACHS GROUP INC(GS)0234+2340740.00%+74
ISHARES TR03,251+3,25103410.02%+341
LAM RESEARCH CORP(LRCX)080+800420.00%+42
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
01,790+1,7900770.00%+77
CORTEVA INC(CTVA)0693+6930420.00%+42
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
05,769+5,76903860.02%+386
VERIZON COMMUNICATIONS INC(VZ)03,285+3,28501280.01%+128
ADAM NAT RES FD INC01,634+1,6340340.00%+34
INTERNATIONAL FLAVORS&FRAGRA(IFF)0360+3600330.00%+33
OSISKO GOLD ROYALTIES LTD02,000+2,0000320.00%+32
DIAMONDBACK ENERGY INC(FANG)0210+2100280.00%+28
VANECK ETF TRUST
GOLD MINERS ETF
21,06021,06006536810.04%+28
GLOBAL X FDS
VDEO GAM ESPRT
01,316+1,3160270.00%+27
ISHARES TR
CORE MSCI EURO
02,929+2,92901160.01%+116
COSTCO WHSL CORP NEW(COST)035+350170.00%+17
KELLOGG CO01,550+1,55001040.01%+104
KRANESHARES TR0938+9380160.00%+16
ISHARES SILVER TR(SLV)01,700+1,7000380.00%+38
BRISTOL-MYERS SQUIBB CO(BMY)0195+1950140.00%+14
PLUG POWER INC(PLUG)01,650+1,6500190.00%+19
HARROW HEALTH INC(HROW)01,800+1,8000380.00%+38
SNAP INC(SNAP)0900+9000100.00%+10
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