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
651
$6.97M 0.01%
86,873
-14,117
652
$6.97M 0.01%
323,358
+8,946
653
$6.97M 0.01%
224,526
-20,150
654
$6.95M 0.01%
364,978
+47,860
655
$6.93M 0.01%
82,487
+16,916
656
$6.86M 0.01%
99,474
+42,874
657
$6.86M 0.01%
400,847
+206,223
658
$6.85M 0.01%
236,877
-3,781
659
$6.84M 0.01%
166,200
+2,965
660
$6.84M 0.01%
152,928
+64,176
661
$6.83M 0.01%
43,451
-1,502
662
$6.76M 0.01%
246,301
-1,290
663
$6.73M 0.01%
37,227
+4,327
664
$6.73M 0.01%
86,595
+29,857
665
$6.71M 0.01%
37,462
+2,513
666
$6.71M 0.01%
55,927
+38,821
667
$6.68M 0.01%
187,739
+30,327
668
$6.68M 0.01%
148,988
-10,534
669
$6.68M 0.01%
189,406
+94,584
670
$6.68M 0.01%
145,901
-13,357
671
$6.65M 0.01%
577,200
-160,757
672
$6.65M 0.01%
230,848
-29,762
673
$6.62M 0.01%
248,528
-17,115
674
$6.6M 0.01%
117,768
+89,715
675
$6.6M 0.01%
421,465
+90,404
25 26
27
28 29