Stifel Financial Portfolio holdings
AUM
$103B
This Quarter Return
-0.87%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$31.7B
AUM Growth
+$31.7B
(+0.46%)
Cap. Flow
+$663M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
13.08%
Holding
2,869
New
224
Increased
1,368
Reduced
982
Closed
161
Top Buys
| 1 |
Williams Companies
WMB
|
$50.2M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$48.1M |
| 3 |
General Mills
GIS
|
$38.4M |
| 4 |
Automatic Data Processing
ADP
|
$38.2M |
| 5 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$28.6M |
Top Sells
| 1 |
Boeing
BA
|
$84.3M |
| 2 |
Newell Brands
NWL
|
$44.2M |
| 3 |
Nike
NKE
|
$41.1M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$30.9M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$26.6M |
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Financials | 11.78% |
| 3 | Healthcare | 10.17% |
| 4 | Industrials | 8.88% |
| 5 | Consumer Discretionary | 7.18% |