Stifel Financial Portfolio holdings
AUM
$111B
1-Year Est. Return
19.45%
This Fund
S&P 500
1 Year Est. Return
+19.45%
AUM
$60.7B
AUM Growth
+$4.61B
(+8.2%)
Holding
3,366
Top Buys
| 1 | +$299M | |
| 2 | +$204M | |
| 3 | +$117M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$87.1M |
| 5 |
iShares MBS ETF
MBB
|
+$75.4M |
Top Sells
| 1 | +$234M | |
| 2 | +$195M | |
| 3 | +$97.7M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$85.1M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$81.6M |
Sector Composition
| 1 | Technology | 16.25% |
| 2 | Healthcare | 10.92% |
| 3 | Financials | 9.85% |
| 4 | Industrials | 8.99% |
| 5 | Consumer Discretionary | 7.61% |