Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+1.11%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$96B
AUM Growth
+$648M
(+0.68%)
Cap. Flow
+$1.06B
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
17.56%
Holding
3,523
New
154
Increased
1,696
Reduced
1,434
Closed
149
Top Buys
| 1 |
Marsh & McLennan
MMC
|
$400M |
| 2 |
O'Reilly Automotive
ORLY
|
$139M |
| 3 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$59M |
| 4 |
Genuine Parts
GPC
|
$52M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$45.3M |
Top Sells
| 1 |
Nike
NKE
|
$185M |
| 2 |
Cummins
CMI
|
$133M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$79.2M |
| 4 |
Walmart
WMT
|
$78.9M |
| 5 |
Henry Schein
HSIC
|
$76M |
Sector Composition
| 1 | Technology | 20.14% |
| 2 | Industrials | 9.96% |
| 3 | Financials | 9.37% |
| 4 | Healthcare | 8.44% |
| 5 | Consumer Staples | 7.16% |
