ST

Stifel Trust Portfolio holdings

AUM $522M
1-Year Est. Return 16.41%
This Quarter Est. Return
1 Year Est. Return
+16.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$530M
AUM Growth
-$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$1.54M
3 +$1.36M
4
VZ icon
Verizon
VZ
+$1.21M
5
V icon
Visa
V
+$995K

Top Sells

1 +$1.73M
2 +$1.43M
3 +$1.14M
4
NTAP icon
NetApp
NTAP
+$995K
5
IBM icon
IBM
IBM
+$827K

Sector Composition

1 Healthcare 18.41%
2 Industrials 13.67%
3 Technology 11.88%
4 Energy 10.33%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
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402
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403
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404
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100
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+100
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+100
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653
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115
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50
425
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49