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
251
$34.6M 0.07%
398,041
+10,252
252
$34.4M 0.07%
296,913
+4,531
253
$34.1M 0.07%
238,389
-1,851
254
$33.8M 0.07%
312,956
+737
255
$33.6M 0.07%
132,999
+3,740
256
$33.5M 0.07%
178,064
+5,785
257
$33.5M 0.07%
164,183
-11,165
258
$33M 0.07%
100,957
+15,145
259
$32.9M 0.07%
699,786
+14,246
260
$32.4M 0.07%
222,624
+141,712
261
$31.7M 0.07%
50,718
+13,129
262
$31.6M 0.07%
498,783
+41,466
263
$31.6M 0.07%
582,980
-600
264
$31.3M 0.06%
626,750
+110,482
265
$31.2M 0.06%
405,513
-3,654
266
$31.1M 0.06%
864,610
+136,998
267
$30.9M 0.06%
799,255
-12,567
268
$30.8M 0.06%
273,828
+15,076
269
$30.8M 0.06%
385,266
+52,788
270
$30.7M 0.06%
390,709
+65,494
271
$30.6M 0.06%
838,626
+85,951
272
$30.2M 0.06%
91,743
-8,496
273
$30M 0.06%
696,505
+101,217
274
$29.6M 0.06%
365,955
+104,413
275
$29.5M 0.06%
143,155
+35,668
9 10
11
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