Stifel Financial Portfolio holdings
AUM
$103B
This Quarter Return
+0.32%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$68.2B
AUM Growth
+$68.2B
(+2.1%)
Cap. Flow
+$1.84B
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
15.53%
Holding
3,490
New
178
Increased
1,766
Reduced
1,227
Closed
170
Top Buys
Top Sells
| 1 |
GE Aerospace
GE
|
$192M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$131M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$103M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$96.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$71.8M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 11.19% |
| 3 | Financials | 9.96% |
| 4 | Industrials | 8.94% |
| 5 | Consumer Discretionary | 7.44% |
