Stifel Financial Portfolio holdings
AUM
$111B
1-Year Est. Return
19.45%
This Fund
S&P 500
1 Year Est. Return
+19.45%
AUM
$43.5B
AUM Growth
+$7.28B
(+20%)
Holding
3,079
Top Buys
| 1 | +$190M | |
| 2 | +$165M | |
| 3 | +$94.7M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$92.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$72.9M |
Top Sells
| 1 | +$258M | |
| 2 | +$139M | |
| 3 | +$120M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$83.7M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$70.9M |
Sector Composition
| 1 | Technology | 16.14% |
| 2 | Healthcare | 12% |
| 3 | Financials | 8.67% |
| 4 | Industrials | 8.17% |
| 5 | Consumer Staples | 7.83% |