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
476
$12.3M 0.03%
203,040
+22,507
477
$12.3M 0.03%
340,010
-41,107
478
$12.3M 0.03%
131,514
+127,918
479
$12.3M 0.03%
55,866
-2,165
480
$12.2M 0.03%
123,981
+47,277
481
$12.2M 0.03%
152,448
-2,583
482
$12.2M 0.03%
161,920
-52,584
483
$12.2M 0.03%
487,636
+6,635
484
$12.1M 0.02%
438,735
+40,153
485
$12.1M 0.02%
241,872
+75,876
486
$12.1M 0.02%
464,188
+237,657
487
$12.1M 0.02%
446,724
+76,588
488
$12M 0.02%
62,738
+3,890
489
$12M 0.02%
55,987
+1,982
490
$11.9M 0.02%
123,647
+3,461
491
$11.8M 0.02%
249,586
+3,558
492
$11.8M 0.02%
72,266
-13,467
493
$11.8M 0.02%
12,217
+2,098
494
$11.8M 0.02%
345,831
-114,977
495
$11.7M 0.02%
233,085
-8,608
496
$11.6M 0.02%
125,830
-11,125
497
$11.6M 0.02%
127,312
+333
498
$11.5M 0.02%
197,859
+4,007
499
$11.5M 0.02%
175,627
-168,899
500
$11.4M 0.02%
101,024
-5,489
18 19
20
21 22