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
2626
$197K ﹤0.01%
17,164
-5,747
2627
$197K ﹤0.01%
+1,200
2628
$196K ﹤0.01%
13,157
+600
2629
$195K ﹤0.01%
22,418
+2,321
2630
$193K ﹤0.01%
10,033
-1,000
2631
$190K ﹤0.01%
14,643
-12,104
2632
$188K ﹤0.01%
18,932
2633
$187K ﹤0.01%
16,649
-2,517
2634
$187K ﹤0.01%
14,704
+275
2635
$186K ﹤0.01%
25,159
+4,900
2636
$185K ﹤0.01%
27,223
+4,589
2637
$184K ﹤0.01%
+11,351
2638
$182K ﹤0.01%
32,577
-121,021
2639
$182K ﹤0.01%
15,336
2640
$181K ﹤0.01%
14,987
-6,998
2641
$181K ﹤0.01%
+19,025
2642
$180K ﹤0.01%
15,047
-752
2643
$179K ﹤0.01%
21,601
-28
2644
$177K ﹤0.01%
2,955
-527
2645
$173K ﹤0.01%
11,445
-3,982
2646
$173K ﹤0.01%
+22,080
2647
$173K ﹤0.01%
11,352
2648
$172K ﹤0.01%
21,106
-2,320
2649
$172K ﹤0.01%
23,527
2650
$169K ﹤0.01%
31,696
104 105
106
107 108