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
2726
$122K ﹤0.01%
18,467
-312,591
2727
$121K ﹤0.01%
5,042
+1,243
2728
$119K ﹤0.01%
20,414
+689
2729
$118K ﹤0.01%
+510
2730
$118K ﹤0.01%
21,890
-529
2731
$117K ﹤0.01%
2,809
-2,283
2732
$115K ﹤0.01%
12,289
-3,250
2733
$113K ﹤0.01%
11,300
-114,470
2734
$112K ﹤0.01%
+108
2735
$112K ﹤0.01%
21,450
-1,750
2736
$110K ﹤0.01%
23,210
+7,948
2737
$110K ﹤0.01%
12,677
2738
$110K ﹤0.01%
13,247
+400
2739
$109K ﹤0.01%
16,877
-72
2740
$107K ﹤0.01%
1,000
2741
$107K ﹤0.01%
+10,093
2742
$103K ﹤0.01%
16,077
-7
2743
$103K ﹤0.01%
21,325
-9,849
2744
$102K ﹤0.01%
15,972
-400
2745
$101K ﹤0.01%
15,550
2746
$100K ﹤0.01%
13,804
2747
$100K ﹤0.01%
+12,010
2748
$99K ﹤0.01%
3,667
+1,078
2749
$99K ﹤0.01%
68,860
+3,781
2750
$98K ﹤0.01%
18,245
-3,739
108 109
110
111 112