Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+2.12%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$88.9B
AUM Growth
+$1.09B
(+1.2%)
Cap. Flow
+$347M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
17.04%
Holding
3,492
New
156
Increased
1,624
Reduced
1,484
Closed
128
Top Buys
| 1 |
Apple
AAPL
|
$76.8M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$74.6M |
| 3 |
Lincoln Electric
LECO
|
$70.6M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$68.7M |
| 5 |
Exxon Mobil
XOM
|
$67.8M |
Top Sells
| 1 |
Intel
INTC
|
$111M |
| 2 |
NVIDIA
NVDA
|
$111M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$71.6M |
| 4 |
Unilever
UL
|
$61.6M |
| 5 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$58.8M |
Sector Composition
| 1 | Technology | 20.01% |
| 2 | Industrials | 9.72% |
| 3 | Healthcare | 9.37% |
| 4 | Financials | 8.21% |
| 5 | Consumer Staples | 7.39% |
