Stifel Financial Portfolio holdings
AUM
$110B
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$56B
AUM Growth
+$7.43B
(+15%)
Holding
3,191
Top Buys
| 1 | +$192M | |
| 2 | +$78.1M | |
| 3 | +$52.1M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$51.3M |
| 5 |
Microsoft
MSFT
|
+$48.6M |
Top Sells
| 1 | +$287M | |
| 2 | +$36.6M | |
| 3 | +$36M | |
| 4 |
Qualcomm
QCOM
|
+$31.9M |
| 5 |
AstraZeneca
AZN
|
+$27.3M |
Sector Composition
| 1 | Technology | 17.03% |
| 2 | Healthcare | 11.27% |
| 3 | Financials | 9.05% |
| 4 | Industrials | 8.91% |
| 5 | Consumer Staples | 7.63% |