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
$535M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$775K
3 +$267K
4
VMI icon
Valmont Industries
VMI
+$236K
5
AAPL icon
Apple
AAPL
+$173K

Top Sells

1 +$2.12M
2 +$1.74M
3 +$969K
4
RYN icon
Rayonier
RYN
+$955K
5
AXP icon
American Express
AXP
+$859K

Sector Composition

1 Healthcare 18.39%
2 Industrials 14.32%
3 Energy 11.23%
4 Technology 11.1%
5 Financials 9.95%