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
401
$16.4M 0.03%
531,906
+487,650
402
$16.4M 0.03%
164,986
+68,307
403
$16.3M 0.03%
147,334
+129,464
404
$16.1M 0.03%
68,419
+48,724
405
$16M 0.03%
321,048
+50,994
406
$15.8M 0.03%
516,396
+38,162
407
$15.8M 0.03%
534,638
-57,432
408
$15.7M 0.03%
401,021
+90,758
409
$15.5M 0.03%
114,677
-7,068
410
$15.5M 0.03%
32,305
+19,709
411
$15.5M 0.03%
166,101
+16,247
412
$15.5M 0.03%
70,015
+1,387
413
$15.4M 0.03%
48,360
+12,555
414
$15.4M 0.03%
318,330
+10,684
415
$15.3M 0.03%
225,139
-8,959
416
$15.3M 0.03%
283,789
-102,103
417
$15.3M 0.03%
81,616
+9,841
418
$15.1M 0.03%
104,199
-11,112
419
$15M 0.03%
212,824
-19,544
420
$15M 0.03%
135,543
-37,303
421
$15M 0.03%
74,566
+15,041
422
$14.9M 0.03%
156,777
-17,038
423
$14.9M 0.03%
63,584
-1,975
424
$14.9M 0.03%
246,666
-7,281
425
$14.9M 0.03%
52,428
-1,818
15 16
17
18 19