Stifel Financial Portfolio holdings
AUM
$103B
This Quarter Return
+8.86%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$48.6B
AUM Growth
+$48.6B
(+12%)
Cap. Flow
+$3.13B
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
16.35%
Holding
3,071
New
213
Increased
1,409
Reduced
1,130
Closed
176
Top Buys
| 1 |
Apple
AAPL
|
$1.2B |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$232M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$148M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$110M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$74.6M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$174M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$97.3M |
| 3 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$94.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$87.6M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$67.5M |
Sector Composition
| 1 | Technology | 16.57% |
| 2 | Healthcare | 11.74% |
| 3 | Industrials | 8.39% |
| 4 | Financials | 8.33% |
| 5 | Consumer Staples | 8.1% |
