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
551
$9.49M 0.02%
27,243
+967
552
$9.49M 0.02%
606,724
-69,014
553
$9.48M 0.02%
640,429
-873,461
554
$9.48M 0.02%
87,502
+12,125
555
$9.45M 0.02%
1,030,142
-58,346
556
$9.4M 0.02%
361,723
-48,625
557
$9.39M 0.02%
5,490
+244
558
$9.36M 0.02%
48,970
+577
559
$9.32M 0.02%
91,446
-12,097
560
$9.31M 0.02%
146,290
+76,542
561
$9.3M 0.02%
557,881
-50,295
562
$9.28M 0.02%
47,879
+1,705
563
$9.25M 0.02%
174,942
+5,666
564
$9.24M 0.02%
53,896
+248
565
$9.24M 0.02%
914,233
+69,953
566
$9.21M 0.02%
256,159
-1,601
567
$9.13M 0.02%
362,560
-328,975
568
$9.1M 0.02%
91,989
+27,302
569
$9.05M 0.02%
263,754
+3,241
570
$8.92M 0.02%
102,085
+716
571
$8.89M 0.02%
242,670
-19,452
572
$8.88M 0.02%
96,402
-7,160
573
$8.84M 0.02%
257,515
-37,127
574
$8.84M 0.02%
36,729
-6,396
575
$8.82M 0.02%
118,619
+55,138
21 22
23
24 25