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
626
$7.41M 0.02%
51,839
+2,417
627
$7.4M 0.02%
49,143
+6,279
628
$7.35M 0.02%
150,997
-5,900
629
$7.33M 0.02%
55,426
-8,055
630
$7.32M 0.02%
84,123
+1,786
631
$7.29M 0.02%
142,673
-213,487
632
$7.27M 0.02%
137,730
-6,048
633
$7.27M 0.02%
277,358
-13,874
634
$7.25M 0.01%
142,881
-17,175
635
$7.24M 0.01%
259,380
+23,001
636
$7.2M 0.01%
154,215
-1,405
637
$7.17M 0.01%
89,735
-1,920
638
$7.16M 0.01%
180,592
-9,484
639
$7.16M 0.01%
51,518
+5,509
640
$7.16M 0.01%
270,654
+41,690
641
$7.15M 0.01%
93,203
-15,915
642
$7.14M 0.01%
173,039
+6,893
643
$7.13M 0.01%
154,552
+89,415
644
$7.12M 0.01%
209,221
+4,301
645
$7.07M 0.01%
103,955
+5,737
646
$7.05M 0.01%
583,232
+26,292
647
$7.04M 0.01%
106,729
+1,347
648
$7.02M 0.01%
4,715
-300
649
$7.01M 0.01%
2,042,099
650
$7M 0.01%
471,914
-4,898
24 25
26
27 28