Stifel Financial Portfolio holdings
AUM
$103B
This Quarter Return
+7.16%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$95.4B
AUM Growth
+$95.4B
(+7.3%)
Cap. Flow
+$1.92B
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
16.39%
Holding
3,507
New
144
Increased
1,673
Reduced
1,455
Closed
139
Top Buys
| 1 |
Broadcom
AVGO
|
$776M |
| 2 |
Republic Services
RSG
|
$297M |
| 3 |
Elevance Health
ELV
|
$280M |
| 4 |
Cintas
CTAS
|
$212M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$127M |
Top Sells
| 1 |
Linde
LIN
|
$503M |
| 2 |
Starbucks
SBUX
|
$357M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$202M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$96.4M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$90.1M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Industrials | 10.38% |
| 3 | Healthcare | 9.76% |
| 4 | Financials | 8.38% |
| 5 | Consumer Staples | 7.44% |