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Ian Crosby

Stonehage Fleming Financial Services Holdings Ltd

Assets Managed
$2.749B
Holdings
226
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-15.46%(2Q avg: -11.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonehage Fleming Financial Services Holdings Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 226 positions.

Assets under management

The assets under management (AUM) of Stonehage Fleming Financial Services Holdings Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.749B in assets, with a quarterly growth rate of -15.46% and a 2-quarter average growth rate of -11.62%. The portfolio is managed by Ian Crosby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -25.73%
8.7%
$239.082M
833,445 shares@ $286.86 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -0.87%
6.56%
$180.181M
423,617 shares@ $425.34 avg price
NFLX
Netflix Inc
Recent Activity
Increased 73.67%
6.21%
$170.647M
1.775M shares@ $96.15 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 20.33%
6%
$164.705M
532,149 shares@ $309.51 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -15.52%
5.86%
$160.799M
321,817 shares@ $499.66 avg price
MCD
Mcdonald's Corp
Recent Activity
Increased 24.31%
5.6%
$153.705M
494,563 shares@ $310.79 avg price
SYK
Stryker Corp
Recent Activity
Decreased -0.59%
5.17%
$141.977M
432,078 shares@ $328.59 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -16.73%
5.17%
$141.859M
469,360 shares@ $302.24 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -28.49%
5.14%
$141.08M
381,123 shares@ $370.17 avg price
AJG
Arthur J Gallagher & Co
Recent Activity
Decreased -2.98%
5.13%
$140.798M
650,099 shares@ $216.58 avg price

1-10 of 226