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
2776
$77K ﹤0.01%
+10,558
2777
$73K ﹤0.01%
+10,880
2778
$73K ﹤0.01%
18,396
+751
2779
$72K ﹤0.01%
26,698
-10,339
2780
$72K ﹤0.01%
10,162
2781
$71K ﹤0.01%
20,414
+4,022
2782
$70K ﹤0.01%
19,841
-4,000
2783
$68K ﹤0.01%
+11,154
2784
$65K ﹤0.01%
7,836
-4,762
2785
$65K ﹤0.01%
13,730
2786
$63K ﹤0.01%
19,729
2787
$62K ﹤0.01%
10,800
2788
$61K ﹤0.01%
17,367
-100
2789
$61K ﹤0.01%
66,978
-1,300
2790
$60K ﹤0.01%
+11,900
2791
$60K ﹤0.01%
16,272
+4,650
2792
$60K ﹤0.01%
13,588
+1,036
2793
$58K ﹤0.01%
15,327
-32
2794
$57K ﹤0.01%
153
-366
2795
$57K ﹤0.01%
14,350
+3,850
2796
$50K ﹤0.01%
18,462
-94
2797
$49K ﹤0.01%
12,836
+336
2798
$49K ﹤0.01%
10,911
-1,633
2799
$49K ﹤0.01%
+20,650
2800
$48K ﹤0.01%
15,100
-400
110 111
112
113 114