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
2501
$249K ﹤0.01%
4,561
+22
2502
$249K ﹤0.01%
62,542
-7,750
2503
$249K ﹤0.01%
5,077
+126
2504
$249K ﹤0.01%
3,288
2505
$248K ﹤0.01%
+3,457
2506
$246K ﹤0.01%
+6,034
2507
$246K ﹤0.01%
8,358
-750
2508
$245K ﹤0.01%
+5,869
2509
$245K ﹤0.01%
9,365
-3,713
2510
$244K ﹤0.01%
+14,510
2511
$243K ﹤0.01%
603
-55
2512
$243K ﹤0.01%
1,635
-231
2513
$242K ﹤0.01%
15,123
-3,376
2514
$242K ﹤0.01%
4,666
-2,397
2515
$242K ﹤0.01%
+27,885
2516
$240K ﹤0.01%
8,525
-6,460
2517
$240K ﹤0.01%
8,950
-342
2518
$240K ﹤0.01%
3,689
-1,589
2519
$239K ﹤0.01%
20,522
-5,301
2520
$239K ﹤0.01%
11,200
2521
$239K ﹤0.01%
4,842
2522
$239K ﹤0.01%
3,336
-336
2523
$239K ﹤0.01%
18,410
+400
2524
$238K ﹤0.01%
11,411
+449
2525
$238K ﹤0.01%
8,584
-980
99 100
101
102 103