Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+10.33%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$66.6B
AUM Growth
+$5.55B
(+9.1%)
Cap. Flow
+$440M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
14.79%
Holding
3,450
New
176
Increased
1,465
Reduced
1,530
Closed
165
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$362M |
| 2 |
Tractor Supply
TSCO
|
+$290M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$80.8M |
| 4 |
Biohaven
BHVN
|
+$78M |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$76.9M |
Top Sells
| 1 |
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
|
+$464M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$364M |
| 3 |
Duke Energy
DUK
|
+$62.7M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$59.4M |
| 5 |
Meta Platforms (Facebook)
META
|
+$54.8M |
Sector Composition
| 1 | Technology | 14.39% |
| 2 | Healthcare | 12.41% |
| 3 | Industrials | 9.84% |
| 4 | Consumer Staples | 9.52% |
| 5 | Financials | 9.11% |
