Stifel Financial Portfolio holdings
AUM
$103B
1-Year Return
17.55%
This Quarter Return
+3.06%
1 Year Return
+17.55%
3 Year Return
+67.43%
5 Year Return
+118.9%
10 Year Return
+263.91%
AUM
$21.6B
AUM Growth
+$2.85B
(+15%)
Cap. Flow
+$2.46B
Cap. Flow
% of AUM
11.38%
Top 10 Holdings %
Top 10 Hldgs %
13.84%
Holding
2,640
New
403
Increased
1,213
Reduced
793
Closed
131
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$358M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$159M |
| 3 |
Chubb
CB
|
$125M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$89M |
| 5 |
Crown Castle
CCI
|
$84.9M |
Top Sells
| 1 |
Stifel
SF
|
$108M |
| 2 |
Consolidated Edison
ED
|
$43.6M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$34M |
| 4 |
Ford
F
|
$32.4M |
| 5 |
Kimberly-Clark
KMB
|
$31.6M |
Sector Composition
| 1 | Healthcare | 12.98% |
| 2 | Technology | 10.39% |
| 3 | Financials | 9.84% |
| 4 | Consumer Staples | 8.91% |
| 5 | Industrials | 8.56% |
