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
376
$18.1M 0.04%
336,695
+73,489
377
$18M 0.04%
95,517
+19,540
378
$18M 0.04%
356,469
+103,308
379
$17.7M 0.04%
314,997
+11,332
380
$17.7M 0.04%
37,653
-3,310
381
$17.6M 0.04%
768,331
+30,413
382
$17.6M 0.04%
64,001
+11,671
383
$17.5M 0.04%
343,838
-383,095
384
$17.5M 0.04%
153,099
+61,173
385
$17.5M 0.04%
213,782
-10,622
386
$17.5M 0.04%
440,096
+13,277
387
$17.4M 0.04%
362,303
-340,483
388
$17.4M 0.04%
137,367
-910
389
$17.3M 0.04%
120,366
+30,202
390
$17.3M 0.04%
371,726
+10,651
391
$17.2M 0.04%
1,282,380
+193,080
392
$17.1M 0.04%
361,178
-13,199
393
$17M 0.04%
501,876
-38,396
394
$17M 0.04%
75,913
+8,767
395
$16.9M 0.03%
288,805
-73,373
396
$16.9M 0.03%
179,260
-9,407
397
$16.7M 0.03%
462,489
+86,790
398
$16.6M 0.03%
610,592
+104,263
399
$16.6M 0.03%
202,283
-43,785
400
$16.5M 0.03%
265,470
+17,360
14 15
16
17 18