Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+13.33%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$56B
AUM Growth
+$7.43B
(+15%)
Cap. Flow
+$1.85B
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
15.88%
Holding
3,191
New
306
Increased
1,575
Reduced
1,039
Closed
156
Top Buys
| 1 |
Waste Management
WM
|
$192M |
| 2 |
Cisco
CSCO
|
$78.1M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$52.1M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$51.3M |
| 5 |
Microsoft
MSFT
|
$48.6M |
Top Sells
| 1 |
Nike
NKE
|
$287M |
| 2 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$36.6M |
| 3 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$36M |
| 4 |
Qualcomm
QCOM
|
$31.9M |
| 5 |
AstraZeneca
AZN
|
$27.3M |
Sector Composition
| 1 | Technology | 17.03% |
| 2 | Healthcare | 11.27% |
| 3 | Financials | 9.04% |
| 4 | Industrials | 8.9% |
| 5 | Consumer Staples | 7.63% |
