STEW ETF (SRH Total Return Fund) is managed by Paralel Advisors LLC with $2.27B in net assets. STEW expense ratio is 2.28%, holding 24 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2002-01-31.

STEW performance shows a YTD return of 3.42%. The 1-year return is 10.25% and the 5-year return is 11.97%. STEW dividend yield stands at 3.12%, paid quarterly.

STEW top holdings include Berkshire Hathaway, Inc. Clb (35.2%), Jpmorgan Chase (13.9%), Enterprise Products Partners Lp (6.0%), Berkshire Hathaway Inc Brk/B Us Equity (5.7%), State Street Institutional Us Government Money 2024-10-01 (4.6%). View all STEW holdings, sector breakdown, or dividend history.

STEW can be compared against other funds using the overlap calculator or side-by-side comparison tool. STEW alternatives are available via the screener, along with tax-loss harvesting opportunities.