Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+5.59%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$19.2B
AUM Growth
+$1.41B
(+7.9%)
Cap. Flow
+$668M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
12.77%
Holding
2,504
New
258
Increased
1,162
Reduced
832
Closed
154
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$168M |
| 2 |
Wells Fargo
WFC
|
$46.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$38.1M |
| 4 |
AbbVie
ABBV
|
$36.5M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$32.1M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$155M |
| 2 |
Stifel
SF
|
$127M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$47M |
| 4 |
Kinder Morgan
KMI
|
$37.3M |
| 5 |
Chubb
CB
|
$32.3M |
Sector Composition
| 1 | Healthcare | 14.14% |
| 2 | Technology | 11.25% |
| 3 | Financials | 11.12% |
| 4 | Industrials | 9.2% |
| 5 | Consumer Staples | 8.21% |
