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
26
$341M 0.7%
2,888,517
+384,602
27
$332M 0.68%
2,673,086
+63,313
28
$327M 0.67%
7,986,331
-594,596
29
$315M 0.65%
1,322,634
+19,431
30
$307M 0.63%
1,222,335
+22,816
31
$305M 0.63%
2,594,768
-14,624
32
$302M 0.62%
4,006,185
+988,548
33
$300M 0.62%
3,485,815
+238,517
34
$297M 0.61%
672,705
+40,772
35
$290M 0.6%
4,421,428
-100,596
36
$290M 0.6%
4,872,792
+41,111
37
$282M 0.58%
20,850,960
+389,400
38
$276M 0.57%
2,946,019
+50,506
39
$275M 0.57%
561,689
-6,322
40
$273M 0.56%
5,539,170
+359,052
41
$268M 0.55%
1,997,702
+98,167
42
$267M 0.55%
2,565,650
+361,332
43
$265M 0.54%
3,812,452
+199,072
44
$255M 0.52%
3,472,480
-305,520
45
$251M 0.52%
1,299,646
+3,275
46
$247M 0.51%
6,259,727
-21,162
47
$243M 0.5%
2,200,926
+35,761
48
$238M 0.49%
2,115,389
+415,191
49
$236M 0.49%
1,039,104
+8,278
50
$236M 0.48%
5,448,227
+2,534,604
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