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
2676
$154K ﹤0.01%
12,863
-4,718
2677
$154K ﹤0.01%
25,190
2678
$154K ﹤0.01%
27,289
2679
$152K ﹤0.01%
16,159
+640
2680
$152K ﹤0.01%
10,587
-3,908
2681
$151K ﹤0.01%
1,792
-647
2682
$151K ﹤0.01%
10,365
+258
2683
$146K ﹤0.01%
+10,300
2684
$145K ﹤0.01%
10,985
-15
2685
$145K ﹤0.01%
14,203
-3,044
2686
$143K ﹤0.01%
11,810
-5,704
2687
$143K ﹤0.01%
16,600
2688
$143K ﹤0.01%
+10,482
2689
$143K ﹤0.01%
+11,367
2690
$143K ﹤0.01%
17,498
-16,788
2691
$143K ﹤0.01%
94,847
+170
2692
$143K ﹤0.01%
10,000
2693
$142K ﹤0.01%
14,475
+1,418
2694
$142K ﹤0.01%
10,711
-712
2695
$142K ﹤0.01%
19,196
-408
2696
$141K ﹤0.01%
18,088
+6,680
2697
$140K ﹤0.01%
25,026
+1,935
2698
$139K ﹤0.01%
18,176
-504
2699
$139K ﹤0.01%
11,285
+497
2700
$138K ﹤0.01%
+11,163
106 107
108
109 110