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
2551
$226K ﹤0.01%
2,759
-11,352
2552
$226K ﹤0.01%
39,605
-184
2553
$226K ﹤0.01%
+6,148
2554
$226K ﹤0.01%
+5,624
2555
$226K ﹤0.01%
+10,815
2556
$225K ﹤0.01%
+6,271
2557
$225K ﹤0.01%
3,206
-1,076
2558
$225K ﹤0.01%
13,267
-932
2559
$225K ﹤0.01%
+4,578
2560
$224K ﹤0.01%
+1,580
2561
$223K ﹤0.01%
10,158
+545
2562
$223K ﹤0.01%
8,898
-12,277
2563
$223K ﹤0.01%
38,273
-2,617
2564
$222K ﹤0.01%
+994
2565
$222K ﹤0.01%
13,136
+1,024
2566
$222K ﹤0.01%
28,958
+1,889
2567
$222K ﹤0.01%
+5,620
2568
$220K ﹤0.01%
16,048
-903
2569
$220K ﹤0.01%
4,467
-823
2570
$219K ﹤0.01%
+7,030
2571
$218K ﹤0.01%
23,490
+640
2572
$218K ﹤0.01%
5,309
-798
2573
$217K ﹤0.01%
+4,585
2574
$217K ﹤0.01%
16,110
2575
$217K ﹤0.01%
+22,331
101 102
103
104 105