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
351
$20.3M 0.04%
195,233
+13,902
352
$20.3M 0.04%
782,577
+190,641
353
$20M 0.04%
685,174
-4,077
354
$20M 0.04%
328,765
+10,335
355
$20M 0.04%
92,813
+261
356
$19.6M 0.04%
214,386
+81,742
357
$19.6M 0.04%
329,224
-9,000
358
$19.5M 0.04%
640,050
-109,988
359
$19.5M 0.04%
89,071
+15,816
360
$19.5M 0.04%
437,954
-39,033
361
$19.4M 0.04%
1,921,677
+94,580
362
$19.4M 0.04%
410,823
+66,808
363
$19.3M 0.04%
237,221
+26,538
364
$19.3M 0.04%
1,386,014
-21,046
365
$19.3M 0.04%
628,785
+27,585
366
$19.1M 0.04%
702,545
-6,595
367
$19M 0.04%
353,328
-24,244
368
$18.9M 0.04%
116,381
-7,285
369
$18.6M 0.04%
387,724
-36,012
370
$18.5M 0.04%
181,924
+10,229
371
$18.5M 0.04%
737,185
-123,210
372
$18.4M 0.04%
331,057
-4,180
373
$18.3M 0.04%
124,097
+12,206
374
$18.2M 0.04%
439,552
-18,903
375
$18.2M 0.04%
78,571
+11,416
13 14
15
16 17