Stifel Financial Portfolio holdings
AUM
$111B
1-Year Est. Return
19.45%
This Fund
S&P 500
1 Year Est. Return
+19.45%
AUM
$31.5B
AUM Growth
+$2.73B
(+9.5%)
Holding
2,812
Top Buys
| 1 | +$216M | |
| 2 | +$127M | |
| 3 | +$60.4M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$58.2M |
| 5 |
iShares MBS ETF
MBB
|
+$57.1M |
Top Sells
| 1 | +$88M | |
| 2 | +$67.1M | |
| 3 | +$66.8M | |
| 4 |
DuPont de Nemours
DD
|
+$56.9M |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$48.3M |
Sector Composition
| 1 | Technology | 11.77% |
| 2 | Financials | 11.72% |
| 3 | Healthcare | 10.44% |
| 4 | Industrials | 9.1% |
| 5 | Consumer Discretionary | 7.22% |