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
451
$13.4M 0.03%
116,909
+5,420
452
$13.4M 0.03%
389,329
+73,296
453
$13.4M 0.03%
154,632
-28,484
454
$13.4M 0.03%
40,791
-1,758
455
$13.3M 0.03%
242,492
+27,265
456
$13.3M 0.03%
1,112,557
+1,017,132
457
$13.2M 0.03%
402,388
-19,184
458
$13.2M 0.03%
85,958
+2,538
459
$13.2M 0.03%
165,916
+9,605
460
$13.1M 0.03%
74,397
+17,598
461
$13.1M 0.03%
614,342
+191,409
462
$13M 0.03%
837,654
-125,990
463
$13M 0.03%
150,698
+23,412
464
$13M 0.03%
470,466
+23,184
465
$12.9M 0.03%
58,450
-15,192
466
$12.9M 0.03%
169,460
+18,870
467
$12.7M 0.03%
453,116
+199,765
468
$12.7M 0.03%
176,521
+1,661
469
$12.7M 0.03%
233,631
+2,071
470
$12.7M 0.03%
213,725
+68,063
471
$12.7M 0.03%
30,680
+965
472
$12.6M 0.03%
129,525
+9,471
473
$12.5M 0.03%
420,844
+15,772
474
$12.4M 0.03%
198,543
-41,157
475
$12.3M 0.03%
1,688,928
+28,635
17 18
19
20 21