ST

Stifel Trust Portfolio holdings

AUM $522M
1-Year Est. Return 16.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$2.25M
3 +$1.3M
4
AMT icon
American Tower
AMT
+$1.08M
5
RYAM icon
Rayonier Advanced Materials
RYAM
+$943K

Top Sells

1 +$2.23M
2 +$1.76M
3 +$1.51M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.15M
5
VFC icon
VF Corp
VFC
+$1.1M

Sector Composition

1 Healthcare 18.83%
2 Industrials 14.12%
3 Technology 10.79%
4 Energy 10.58%
5 Financials 10.28%