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
426
$14.8M 0.03%
132,896
+14,533
427
$14.6M 0.03%
237,422
+16,123
428
$14.5M 0.03%
126,832
+61,907
429
$14.5M 0.03%
279,637
+23,848
430
$14.4M 0.03%
423,476
-138,382
431
$14.4M 0.03%
92,602
+4,434
432
$14.4M 0.03%
1,220,909
-124,941
433
$14.3M 0.03%
117,506
+3,339
434
$14.3M 0.03%
241,828
+89,980
435
$14.2M 0.03%
900,883
+1,294
436
$14.2M 0.03%
+370,578
437
$14.1M 0.03%
226,508
+83,746
438
$13.9M 0.03%
61,180
+4,918
439
$13.9M 0.03%
183,177
+48,493
440
$13.7M 0.03%
126,950
+24,701
441
$13.6M 0.03%
47,051
+31,539
442
$13.6M 0.03%
870,520
+118,668
443
$13.6M 0.03%
475,190
+12,860
444
$13.6M 0.03%
454,807
-75,089
445
$13.6M 0.03%
530,471
-106,333
446
$13.6M 0.03%
102,420
+2,652
447
$13.5M 0.03%
248,849
+107,780
448
$13.5M 0.03%
39,725
+748
449
$13.4M 0.03%
121,326
-1,570,023
450
$13.4M 0.03%
447,994
-22,281
16 17
18
19 20