Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
-4.83%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$61.1B
AUM Growth
-$2.82B
(-4.4%)
Cap. Flow
+$798M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
15.72%
Holding
3,452
New
140
Increased
1,580
Reduced
1,406
Closed
172
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$416M |
| 2 |
Colgate-Palmolive
CL
|
$278M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$98M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$63.7M |
| 5 |
Merck
MRK
|
$61.7M |
Top Sells
| 1 |
General Dynamics
GD
|
$222M |
| 2 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$128M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$126M |
| 4 |
Baxter International
BAX
|
$74.7M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$73.8M |
Sector Composition
| 1 | Technology | 15.13% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Staples | 9.17% |
| 4 | Industrials | 9.12% |
| 5 | Financials | 8.96% |
