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
676
$6.58M 0.01%
71,595
+1,234
677
$6.54M 0.01%
71,563
+2,575
678
$6.53M 0.01%
248,864
+5,589
679
$6.52M 0.01%
127,239
-13,335
680
$6.52M 0.01%
64,212
-8,323
681
$6.51M 0.01%
80,895
+683
682
$6.45M 0.01%
35,668
+3,784
683
$6.39M 0.01%
70,641
-1,165
684
$6.39M 0.01%
91,279
-5,150
685
$6.38M 0.01%
62,495
+34,285
686
$6.37M 0.01%
75,720
-725
687
$6.37M 0.01%
109,174
+1,142
688
$6.33M 0.01%
62,832
+15,979
689
$6.32M 0.01%
81,115
+258
690
$6.26M 0.01%
84,798
+24,302
691
$6.24M 0.01%
238,444
-60,257
692
$6.24M 0.01%
236,875
+40,324
693
$6.23M 0.01%
87,191
+51,484
694
$6.22M 0.01%
233,440
+39,788
695
$6.19M 0.01%
26,582
+2,430
696
$6.19M 0.01%
77,747
-15,846
697
$6.17M 0.01%
84,801
-15,768
698
$6.17M 0.01%
283,178
-23,739
699
$6.16M 0.01%
103,950
+9,371
700
$6.16M 0.01%
486,974
+76,755
26 27
28
29 30