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
2601
$208K ﹤0.01%
6,411
-163
2602
$207K ﹤0.01%
7,254
-3,243
2603
$207K ﹤0.01%
16,861
-2,700
2604
$207K ﹤0.01%
4,772
-413
2605
$206K ﹤0.01%
+9,700
2606
$206K ﹤0.01%
4,100
2607
$205K ﹤0.01%
15,180
+93
2608
$205K ﹤0.01%
+3,936
2609
$205K ﹤0.01%
703
-366
2610
$205K ﹤0.01%
1,421
-743
2611
$204K ﹤0.01%
24,711
-3,667
2612
$204K ﹤0.01%
16,364
+4,298
2613
$203K ﹤0.01%
+7,248
2614
$201K ﹤0.01%
12,124
-1,149
2615
$201K ﹤0.01%
15,660
+687
2616
$201K ﹤0.01%
24,390
-41,724
2617
$200K ﹤0.01%
21,184
+44
2618
$200K ﹤0.01%
19,039
-2,500
2619
$200K ﹤0.01%
+3,920
2620
$199K ﹤0.01%
+21,905
2621
$199K ﹤0.01%
50,859
-11,880
2622
$198K ﹤0.01%
19,874
-5,806
2623
$197K ﹤0.01%
46,846
+12,019
2624
$197K ﹤0.01%
30,289
+6,478
2625
$197K ﹤0.01%
22,221
-3,332
103 104
105
106 107