Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.6B
AUM Growth
+$5.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,071
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$148M
3
+$110M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$74.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$68.9M

Top Sells

1
+$174M
2
+$97.3M
3
+$94.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$87.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$67.5M

Sector Composition

1 Technology 16.57%
2 Healthcare 11.74%
3 Industrials 8.38%
4 Financials 8.33%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.2M 0.08%
1,670,741
+141,349
227
$40M 0.08%
311,870
+6,024
228
$39.5M 0.08%
500,045
-225,711
229
$38.9M 0.08%
264,066
+34,021
230
$38.8M 0.08%
324,738
+21,601
231
$38.5M 0.08%
744,317
+60,777
232
$38.5M 0.08%
190,105
-11,260
233
$38.3M 0.08%
348,246
+25,026
234
$38.2M 0.08%
1,054,848
-7,830
235
$38M 0.08%
246,513
+18,796
236
$37.9M 0.08%
387,377
-5,596
237
$37.7M 0.08%
288,918
+11,615
238
$37.5M 0.08%
469,669
+46,033
239
$37.2M 0.08%
172,847
-21,321
240
$37.2M 0.08%
587,907
-677
241
$36.7M 0.08%
625,149
+48,806
242
$36.6M 0.08%
1,554,759
-469,678
243
$36M 0.07%
423,730
+4,350
244
$35.9M 0.07%
115,178
-51,167
245
$35.7M 0.07%
845,107
+521,844
246
$35.7M 0.07%
1,584,034
+573,196
247
$35.6M 0.07%
187,892
-1,587
248
$35.2M 0.07%
421,475
-6,817
249
$34.9M 0.07%
939,537
+18,679
250
$34.8M 0.07%
321,463
+106,509
8 9
10
11 12