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
2801
$47K ﹤0.01%
+10,214
2802
$46K ﹤0.01%
18,880
-484
2803
$46K ﹤0.01%
14,115
+2,175
2804
$43K ﹤0.01%
+14,436
2805
$42K ﹤0.01%
1,104
+400
2806
$40K ﹤0.01%
12,424
-271
2807
$39K ﹤0.01%
16,075
-9,497
2808
$38K ﹤0.01%
27,000
2809
$38K ﹤0.01%
11,052
-100
2810
$38K ﹤0.01%
38,000
-60,000
2811
$37K ﹤0.01%
500
2812
$36K ﹤0.01%
2,683
+8
2813
$36K ﹤0.01%
+1,890
2814
$36K ﹤0.01%
20,600
+7,400
2815
$36K ﹤0.01%
10,441
2816
$35K ﹤0.01%
12,901
-7,349
2817
$35K ﹤0.01%
+35,841
2818
$33K ﹤0.01%
14,603
+2,023
2819
$30K ﹤0.01%
+10,000
2820
$29K ﹤0.01%
+590
2821
$27K ﹤0.01%
11,845
-13,679
2822
$27K ﹤0.01%
11,155
-4,345
2823
$25K ﹤0.01%
12,913
-927
2824
$24K ﹤0.01%
+23,775
2825
$22K ﹤0.01%
13,200
111 112
113
114 115