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
301
$25.5M 0.05%
356,663
+260,107
302
$25.2M 0.05%
326,331
+6,666
303
$25.2M 0.05%
148,122
+7,263
304
$25.2M 0.05%
627,252
+19,494
305
$25.1M 0.05%
422,321
+81,279
306
$24.9M 0.05%
978,963
-85,097
307
$24.8M 0.05%
2,011,484
+43,968
308
$24.7M 0.05%
763,119
-31,135
309
$24.7M 0.05%
88,925
+14,718
310
$24.7M 0.05%
864,783
-350,428
311
$24.5M 0.05%
272,273
+19,165
312
$24.3M 0.05%
668,303
+85,401
313
$24.3M 0.05%
390,320
-14,123
314
$24.1M 0.05%
473,545
+194,538
315
$24M 0.05%
67,355
+825
316
$24M 0.05%
263,149
+5,730
317
$24M 0.05%
405,795
+34,222
318
$23.8M 0.05%
942,020
+75,747
319
$23.5M 0.05%
895,436
+73,244
320
$23.2M 0.05%
65,055
+10,285
321
$23.1M 0.05%
124,853
-20,771
322
$23M 0.05%
355,251
-73,206
323
$22.8M 0.05%
455,077
+187,086
324
$22.7M 0.05%
433,341
+10,399
325
$22.7M 0.05%
810,632
+14,892
11 12
13
14 15