Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
-0.82%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$11.4B
AUM Growth
+$259M
(+2.3%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
12.38%
Holding
2,380
New
221
Increased
1,077
Reduced
789
Closed
208
Top Buys
| 1 |
Consolidated Edison
ED
|
$28M |
| 2 |
Deutsche Bank
DB
|
$21.9M |
| 3 |
AbbVie
ABBV
|
$18.7M |
| 4 |
Eli Lilly
LLY
|
$16.9M |
| 5 |
Unilever
UL
|
$16.6M |
Top Sells
| 1 |
Waste Management
WM
|
$31M |
| 2 |
CTRL
Control4 Corporation
CTRL
|
$26.8M |
| 3 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$25.9M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$20.7M |
| 5 |
Puma Biotechnology
PBYI
|
$13.3M |
Sector Composition
| 1 | Technology | 12.99% |
| 2 | Healthcare | 11.12% |
| 3 | Financials | 9.32% |
| 4 | Industrials | 9.22% |
| 5 | Energy | 7.5% |
