Stifel Financial Portfolio holdings
AUM
$103B
This Quarter Return
+9.78%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$87.8B
AUM Growth
+$87.8B
(+10%)
Cap. Flow
+$2.54B
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
15.83%
Holding
3,471
New
161
Increased
1,736
Reduced
1,340
Closed
131
Top Buys
| 1 |
Walmart
WMT
|
$515M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$158M |
| 3 |
Meta Platforms (Facebook)
META
|
$90.9M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$79.9M |
| 5 |
WEC Energy
WEC
|
$73M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$91.8M |
| 2 |
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
|
$64.8M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$59.9M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$54.7M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$50M |
Sector Composition
| 1 | Technology | 18.9% |
| 2 | Industrials | 10.33% |
| 3 | Healthcare | 9.77% |
| 4 | Financials | 8.47% |
| 5 | Consumer Staples | 7.44% |