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
326
$22.7M 0.05%
621,954
+170,553
327
$22.6M 0.05%
440,146
-10,030
328
$22.4M 0.05%
121,938
+5,318
329
$22.4M 0.05%
1,423,145
+4,261
330
$22.4M 0.05%
40,015
+2,072
331
$22.2M 0.05%
103,226
+5,793
332
$22M 0.05%
702,055
-347,877
333
$21.9M 0.05%
420,332
+26,372
334
$21.8M 0.04%
443,428
+70,355
335
$21.8M 0.04%
656,890
-38,020
336
$21.7M 0.04%
368,010
+17,909
337
$21.5M 0.04%
132,025
+34,369
338
$21.4M 0.04%
165,873
+140,918
339
$21.3M 0.04%
101,684
+42,965
340
$21.3M 0.04%
368,013
-58,847
341
$21.2M 0.04%
1,104,439
-99,631
342
$21.1M 0.04%
3,889,449
+243,706
343
$20.8M 0.04%
743,357
+159,249
344
$20.8M 0.04%
170,148
-1,956
345
$20.6M 0.04%
186,693
+16,429
346
$20.6M 0.04%
179,771
-3,598
347
$20.5M 0.04%
198,953
-55,194
348
$20.5M 0.04%
61,278
+2,833
349
$20.4M 0.04%
163,263
+98,230
350
$20.4M 0.04%
369,875
+108,388
12 13
14
15 16