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
276
$29.5M 0.06%
214,871
+23,758
277
$29.4M 0.06%
563,545
+38,717
278
$29.2M 0.06%
365,963
+32,123
279
$29M 0.06%
558,510
-24,390
280
$29M 0.06%
406,568
-30
281
$28.8M 0.06%
653,794
+98,617
282
$28.8M 0.06%
273,541
+84
283
$28.7M 0.06%
77,714
+9,036
284
$28.3M 0.06%
472,008
-13,505
285
$28.2M 0.06%
71,309
-966
286
$28.1M 0.06%
498,184
+25,130
287
$28M 0.06%
102,943
+310
288
$27.9M 0.06%
270,344
+21,760
289
$27.7M 0.06%
1,281,853
+667,758
290
$27.6M 0.06%
180,550
+10,962
291
$27.4M 0.06%
542,422
-109,627
292
$27.3M 0.06%
334,325
+37,138
293
$27.3M 0.06%
129,187
+174
294
$27.2M 0.06%
577,753
+83,239
295
$27.1M 0.06%
24,995
+995
296
$26.7M 0.05%
468,363
+52,007
297
$26.1M 0.05%
442,978
+61,952
298
$26M 0.05%
66,183
+5,438
299
$25.8M 0.05%
402,789
+87,142
300
$25.6M 0.05%
336,507
+146,955
10 11
12
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