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
526
$10.6M 0.02%
226,144
-22,618
527
$10.6M 0.02%
31,597
+3,214
528
$10.5M 0.02%
302,396
-1,586
529
$10.5M 0.02%
77,465
+530
530
$10.5M 0.02%
153,964
+6,948
531
$10.4M 0.02%
117,733
+52,023
532
$10.3M 0.02%
182,460
-29,235
533
$10.2M 0.02%
111,121
+4,687
534
$10.1M 0.02%
309,753
-13,242
535
$10.1M 0.02%
417,735
-177,267
536
$10.1M 0.02%
658,350
+51,285
537
$10.1M 0.02%
23,691
+2,948
538
$10.1M 0.02%
201,705
+75,866
539
$10M 0.02%
192,839
-17,721
540
$9.89M 0.02%
110,344
-6,144
541
$9.88M 0.02%
276,758
-28,382
542
$9.86M 0.02%
734,569
-43,373
543
$9.85M 0.02%
538,080
+142,976
544
$9.82M 0.02%
121,427
+1,706
545
$9.75M 0.02%
62,200
-42,683
546
$9.74M 0.02%
35,748
+2,311
547
$9.53M 0.02%
91,382
+2,338
548
$9.52M 0.02%
172,855
-19,483
549
$9.52M 0.02%
163,646
+60,177
550
$9.51M 0.02%
183,151
-48,180
20 21
22
23 24