Stifel Financial Portfolio holdings
AUM
$110B
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$39.2B
AUM Growth
+$413M
(+1.1%)
Holding
3,128
Top Buys
| 1 | +$62.7M | |
| 2 | +$59.7M | |
| 3 | +$55.9M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$55.8M |
| 5 |
Walt Disney
DIS
|
+$55.4M |
Top Sells
| 1 | +$55.8M | |
| 2 | +$55M | |
| 3 | +$54M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$41.7M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$36.2M |
Sector Composition
| 1 | Technology | 12.87% |
| 2 | Financials | 10.54% |
| 3 | Healthcare | 10.12% |
| 4 | Industrials | 8.58% |
| 5 | Consumer Staples | 7.66% |