Stifel Financial Portfolio holdings
AUM
$109B
1-Year Est. Return
21.52%
This Fund
S&P 500
1 Year Est. Return
+21.52%
AUM
$111B
AUM Growth
+$1.64B
(+1.5%)
Holding
3,741
Top Buys
| 1 | +$276M | |
| 2 | +$242M | |
| 3 | +$100M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$98.4M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$95.5M |
Top Sells
| 1 | +$376M | |
| 2 | +$258M | |
| 3 | +$79.6M | |
| 4 |
Walmart Inc
WMT
|
+$72.9M |
| 5 |
NVIDIA
NVDA
|
+$62.4M |
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Financials | 9.51% |
| 3 | Industrials | 9.16% |
| 4 | Healthcare | 7.84% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3726
Skywest
SKYW
$3.27B
| – | – |
-2,030
|
|
||
3727
SKYX Platforms
SKYX
$146M
| – | – |
-90,000
|
|