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
501
$11.3M 0.02%
303,080
-14,064
502
$11.3M 0.02%
213,840
-4,018
503
$11.3M 0.02%
284,541
+176,674
504
$11.2M 0.02%
118,553
+10,962
505
$11.2M 0.02%
142,617
+16,646
506
$11.2M 0.02%
37,187
+3,976
507
$11.1M 0.02%
272,697
+73,560
508
$11.1M 0.02%
896,813
+151,332
509
$11.1M 0.02%
145,110
-3,869
510
$11M 0.02%
183,728
-22,560
511
$11M 0.02%
90,536
+3,702
512
$10.9M 0.02%
158,880
-30,476
513
$10.9M 0.02%
291,168
+80,618
514
$10.8M 0.02%
434,098
+35,328
515
$10.8M 0.02%
128,756
-256,429
516
$10.8M 0.02%
98,886
+35,116
517
$10.8M 0.02%
315,323
+112,796
518
$10.8M 0.02%
396,454
-11,527
519
$10.7M 0.02%
48,250
+2,917
520
$10.7M 0.02%
728,794
+169,195
521
$10.7M 0.02%
127,188
+21,500
522
$10.7M 0.02%
243,718
+36,005
523
$10.7M 0.02%
132,568
-23,543
524
$10.7M 0.02%
743,095
+117,012
525
$10.6M 0.02%
531,827
+27,607
19 20
21
22 23