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
2526
$237K ﹤0.01%
12,309
-9,355
2527
$237K ﹤0.01%
+20,194
2528
$237K ﹤0.01%
4,633
2529
$237K ﹤0.01%
8,250
-5,750
2530
$236K ﹤0.01%
17,589
2531
$236K ﹤0.01%
3,197
+78
2532
$236K ﹤0.01%
3,159
-2,544
2533
$235K ﹤0.01%
22,963
-6,000
2534
$235K ﹤0.01%
+3,735
2535
$235K ﹤0.01%
5,758
-63
2536
$234K ﹤0.01%
23,755
-3,401
2537
$234K ﹤0.01%
+732
2538
$233K ﹤0.01%
10,532
+2,375
2539
$232K ﹤0.01%
57,508
+14,424
2540
$232K ﹤0.01%
8,205
-1,570
2541
$232K ﹤0.01%
30,216
-4,582
2542
$231K ﹤0.01%
12,318
2543
$231K ﹤0.01%
21,296
-3,604
2544
$230K ﹤0.01%
5,408
2545
$230K ﹤0.01%
+7,053
2546
$229K ﹤0.01%
+2,910
2547
$229K ﹤0.01%
5,155
-469
2548
$229K ﹤0.01%
+11,345
2549
$229K ﹤0.01%
+6,036
2550
$227K ﹤0.01%
14,885
+4,428
100 101
102
103 104