We are live on ! Find out more
Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$147M
3
+$110M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$73.8M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$69.2M

Top Sells

1
+$174M
2
+$95.5M
3
+$95.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$87.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$67.8M

Sector Composition

1 Technology 16.57%
2 Healthcare 11.74%
3 Industrials 8.38%
4 Financials 8.34%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
– –
-41,166
2852
– –
-11,475
2853
– –
-17,884
2854
– –
-5,606
2855
– –
-70,000
2856
– –
-13,310
2857
– –
-7,420
2858
– –
-4,960
2859
– –
-31,984
2860
– –
-2,320
2861
$0 ﹤0.01%
+116,965
2862
– –
-83,225
2863
– –
-13,709
2864
– –
-40,012
2865
– –
-27,205
2866
– –
-42,619
2867
– –
-10,296
2868
– –
-19,824
2869
– –
-8,189
2870
– –
-12,601
2871
– –
-26,211
2872
– –
-34,349
2873
– –
-24,688
2874
– –
-16,202
2875
– –
-113,863
113 114
115
116 117