Stifel Financial Portfolio holdings
AUM
$111B
1-Year Est. Return
19.43%
This Fund
S&P 500
1 Year Est. Return
+19.43%
AUM
$25.8B
AUM Growth
+$2.28B
(+9.7%)
Holding
2,691
Top Buys
| 1 | +$59.4M | |
| 2 | +$54.7M | |
| 3 | +$51.3M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$43.9M |
| 5 |
GE Aerospace
GE
|
+$42.9M |
Top Sells
| 1 | +$57.7M | |
| 2 | +$51.5M | |
| 3 | +$36.7M | |
| 4 |
Welltower
WELL
|
+$35.3M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$29.5M |
Sector Composition
| 1 | Healthcare | 11.55% |
| 2 | Technology | 11.35% |
| 3 | Financials | 11.27% |
| 4 | Industrials | 9.06% |
| 5 | Consumer Staples | 7.78% |