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
2701
$137K ﹤0.01%
12,232
-10
2702
$136K ﹤0.01%
+13,927
2703
$135K ﹤0.01%
13,699
-245
2704
$134K ﹤0.01%
29,005
-684
2705
$134K ﹤0.01%
16,825
2706
$133K ﹤0.01%
22,286
+3,381
2707
$133K ﹤0.01%
14,255
-7,472
2708
$131K ﹤0.01%
10,000
2709
$131K ﹤0.01%
+10,484
2710
$130K ﹤0.01%
15,748
2711
$130K ﹤0.01%
+10,107
2712
$130K ﹤0.01%
11,656
+332
2713
$130K ﹤0.01%
38,760
-3,644
2714
$129K ﹤0.01%
10,440
+172
2715
$127K ﹤0.01%
14,425
+3,875
2716
$127K ﹤0.01%
11,420
-1,703
2717
$127K ﹤0.01%
+10,110
2718
$126K ﹤0.01%
+2,232
2719
$126K ﹤0.01%
14,749
+118
2720
$125K ﹤0.01%
13,187
-176
2721
$124K ﹤0.01%
16,085
+4,428
2722
$124K ﹤0.01%
+17,986
2723
$124K ﹤0.01%
15,655
-5,514
2724
$123K ﹤0.01%
11,403
-2,341
2725
$122K ﹤0.01%
14,483
-706
107 108
109
110 111