Stifel Financial Portfolio holdings
AUM
$103B
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
+$56B
(+15%)
Cap. Flow
+$2.67B
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
15.88%
Holding
3,191
New
306
Increased
1,584
Reduced
1,030
Closed
156
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$347M |
| 2 |
NextEra Energy, Inc.
NEE
|
$227M |
| 3 |
Waste Management
WM
|
$192M |
| 4 |
Cisco
CSCO
|
$78.1M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$58.5M |
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 | 8.91% |
| 5 | Consumer Staples | 7.63% |