Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+5.17%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$25.8B
AUM Growth
+$2.28B
(+9.7%)
Cap. Flow
+$1.23B
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
13.53%
Holding
2,691
New
204
Increased
1,355
Reduced
830
Closed
161
Top Buys
| 1 |
Enbridge
ENB
|
$58.9M |
| 2 |
Qualcomm
QCOM
|
$54M |
| 3 |
Valero Energy
VLO
|
$50.9M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$44.1M |
| 5 |
GE Aerospace
GE
|
$42.4M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$57.7M |
| 2 |
Target
TGT
|
$45.7M |
| 3 |
Welltower
WELL
|
$37M |
| 4 |
Kohl's
KSS
|
$35.8M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$30.3M |
Sector Composition
| 1 | Healthcare | 11.55% |
| 2 | Technology | 11.36% |
| 3 | Financials | 11.27% |
| 4 | Industrials | 9.06% |
| 5 | Consumer Staples | 7.78% |
