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
601
$7.95M 0.02%
65,570
-10,579
602
$7.92M 0.02%
76,355
+5,000
603
$7.88M 0.02%
198,459
+56,423
604
$7.84M 0.02%
709,934
-215,849
605
$7.83M 0.02%
66,787
-486
606
$7.8M 0.02%
280,449
-1,299
607
$7.8M 0.02%
131,484
-1,065
608
$7.8M 0.02%
155,807
-14,285
609
$7.73M 0.02%
28,195
+1,405
610
$7.73M 0.02%
99,359
-7,163
611
$7.72M 0.02%
107,476
-3,789
612
$7.72M 0.02%
172,491
+8,523
613
$7.69M 0.02%
55,812
+3,866
614
$7.6M 0.02%
5,663
-210
615
$7.57M 0.02%
265,783
-15,046
616
$7.54M 0.02%
24,313
-1,862
617
$7.54M 0.02%
281,336
-8,098
618
$7.53M 0.02%
1,130,979
+10,073
619
$7.53M 0.02%
192,604
-47,309
620
$7.52M 0.02%
48,079
-2,250
621
$7.51M 0.02%
15,597
-5,787
622
$7.48M 0.02%
67,465
+13,328
623
$7.45M 0.02%
7,647
-64
624
$7.43M 0.02%
184,380
+79,686
625
$7.42M 0.02%
130,973
+6,479
23 24
25
26 27