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
2751
$98K ﹤0.01%
11,602
+542
2752
$97K ﹤0.01%
12,869
+967
2753
$95K ﹤0.01%
14,496
-5,029
2754
$94K ﹤0.01%
10,000
2755
$93K ﹤0.01%
10,270
-860
2756
$93K ﹤0.01%
28,195
+12,015
2757
$92K ﹤0.01%
54,100
2758
$92K ﹤0.01%
31,794
-22,811
2759
$91K ﹤0.01%
12,159
-20,754
2760
$90K ﹤0.01%
18,155
-135,732
2761
$90K ﹤0.01%
11,000
-5,400
2762
$89K ﹤0.01%
55,572
2763
$87K ﹤0.01%
13,000
-1,600
2764
$87K ﹤0.01%
14,269
2765
$85K ﹤0.01%
28,409
+3,067
2766
$85K ﹤0.01%
18,046
-13,783
2767
$85K ﹤0.01%
87,000
-19,050
2768
$85K ﹤0.01%
24,007
-7,218
2769
$83K ﹤0.01%
1,529
+778
2770
$83K ﹤0.01%
31,484
2771
$83K ﹤0.01%
10,315
-2,667
2772
$81K ﹤0.01%
31,957
+15,206
2773
$81K ﹤0.01%
+25,000
2774
$80K ﹤0.01%
+22,700
2775
$77K ﹤0.01%
15,000
109 110
111
112 113