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
2651
$169K ﹤0.01%
11,867
-4,681
2652
$168K ﹤0.01%
14,659
-641
2653
$168K ﹤0.01%
12,401
-2,701
2654
$167K ﹤0.01%
14,133
2655
$167K ﹤0.01%
15,415
-500
2656
$167K ﹤0.01%
16,168
-1,286
2657
$165K ﹤0.01%
11,720
2658
$164K ﹤0.01%
30,003
+696
2659
$162K ﹤0.01%
16,000
2660
$162K ﹤0.01%
11,744
+820
2661
$162K ﹤0.01%
33,828
+480
2662
$161K ﹤0.01%
12,040
+600
2663
$161K ﹤0.01%
+10,579
2664
$160K ﹤0.01%
10,397
-3,629
2665
$160K ﹤0.01%
19,988
-42
2666
$160K ﹤0.01%
+10,929
2667
$159K ﹤0.01%
13,375
+863
2668
$159K ﹤0.01%
17,550
+2,700
2669
$158K ﹤0.01%
+25,214
2670
$157K ﹤0.01%
14,661
-3,577
2671
$156K ﹤0.01%
26,288
+64
2672
$156K ﹤0.01%
22,550
+7,050
2673
$156K ﹤0.01%
20,389
-1,982
2674
$155K ﹤0.01%
15,000
2675
$155K ﹤0.01%
+12,717
105 106
107
108 109