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
2576
$216K ﹤0.01%
+10,814
2577
$216K ﹤0.01%
+3,191
2578
$216K ﹤0.01%
+2,988
2579
$216K ﹤0.01%
7,890
-30,725
2580
$216K ﹤0.01%
20,583
-1,424
2581
$215K ﹤0.01%
+1,927
2582
$215K ﹤0.01%
+18,000
2583
$215K ﹤0.01%
3,486
-932
2584
$214K ﹤0.01%
52,900
-7,693
2585
$214K ﹤0.01%
9,283
-39
2586
$213K ﹤0.01%
5,218
-3,628
2587
$213K ﹤0.01%
+5,513
2588
$212K ﹤0.01%
+2,600
2589
$212K ﹤0.01%
6,936
-2,441
2590
$212K ﹤0.01%
23,390
+6,753
2591
$212K ﹤0.01%
10,686
-666
2592
$212K ﹤0.01%
+5,452
2593
$212K ﹤0.01%
+5,000
2594
$211K ﹤0.01%
+9,271
2595
$210K ﹤0.01%
+10,954
2596
$210K ﹤0.01%
7,891
2597
$209K ﹤0.01%
6,900
+200
2598
$208K ﹤0.01%
6,348
+297
2599
$208K ﹤0.01%
+4,102
2600
$208K ﹤0.01%
+5,105
102 103
104
105 106