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
576
$8.81M 0.02%
317,620
+208
577
$8.8M 0.02%
104,859
+958
578
$8.8M 0.02%
86,126
-23,888
579
$8.8M 0.02%
56,095
+21,404
580
$8.79M 0.02%
50,366
-1,849
581
$8.73M 0.02%
66,100
+9,250
582
$8.64M 0.02%
110,589
+11,082
583
$8.6M 0.02%
85,643
-16,280
584
$8.58M 0.02%
343,451
+6,846
585
$8.58M 0.02%
292,522
-18,560
586
$8.56M 0.02%
490,573
-236,355
587
$8.56M 0.02%
50,513
+14,377
588
$8.5M 0.02%
17,884
+229
589
$8.49M 0.02%
83,112
+882
590
$8.48M 0.02%
80,280
+3,335
591
$8.45M 0.02%
54,827
-11,301
592
$8.36M 0.02%
392,224
+12,500
593
$8.3M 0.02%
51,439
-613
594
$8.19M 0.02%
107,839
+12,502
595
$8.18M 0.02%
80,535
+5,169
596
$8.15M 0.02%
274,066
+44,924
597
$8.07M 0.02%
192,107
+24,898
598
$8.06M 0.02%
158,500
+21,341
599
$8.04M 0.02%
177,549
-13,448
600
$8.03M 0.02%
86,024
-30,736
22 23
24
25 26