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
2476
$262K ﹤0.01%
6,730
-9,608
2477
$262K ﹤0.01%
29,285
-35
2478
$261K ﹤0.01%
+14,397
2479
$261K ﹤0.01%
6,800
-1,800
2480
$261K ﹤0.01%
4,042
-30
2481
$261K ﹤0.01%
35,929
+123
2482
$260K ﹤0.01%
12,027
-739
2483
$260K ﹤0.01%
4,163
-343
2484
$259K ﹤0.01%
4,419
-132,180
2485
$259K ﹤0.01%
32,366
+14,976
2486
$259K ﹤0.01%
7,116
-2,905
2487
$258K ﹤0.01%
93,318
+773
2488
$258K ﹤0.01%
4,985
-221
2489
$256K ﹤0.01%
17,184
+2,080
2490
$256K ﹤0.01%
+18,114
2491
$256K ﹤0.01%
16,410
+404
2492
$255K ﹤0.01%
5,893
+129
2493
$254K ﹤0.01%
+5,628
2494
$253K ﹤0.01%
8,039
+682
2495
$253K ﹤0.01%
12,226
+526
2496
$252K ﹤0.01%
+4,474
2497
$251K ﹤0.01%
17,700
2498
$251K ﹤0.01%
4,850
-248
2499
$250K ﹤0.01%
3,041
-194
2500
$250K ﹤0.01%
+13,515
98 99
100
101 102