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
701
$6.13M 0.01%
133,315
+45,442
702
$6.12M 0.01%
169,789
+52,341
703
$6.11M 0.01%
90,668
-10,522
704
$6.11M 0.01%
99,462
-6,642
705
$6.11M 0.01%
22,240
+2,451
706
$6.09M 0.01%
102,776
+3,312
707
$6.04M 0.01%
191,109
-20,871
708
$6.03M 0.01%
28,346
+11,327
709
$6.01M 0.01%
78,371
+41,806
710
$6M 0.01%
39,446
-829
711
$5.95M 0.01%
235,863
-30,725
712
$5.95M 0.01%
122,652
+5,779
713
$5.94M 0.01%
366,173
-16,837
714
$5.93M 0.01%
62,006
-3,249
715
$5.85M 0.01%
111,302
-29,779
716
$5.82M 0.01%
329,268
-10,654
717
$5.81M 0.01%
218,406
+37,269
718
$5.78M 0.01%
64,786
-4,146
719
$5.78M 0.01%
103,978
+5,920
720
$5.78M 0.01%
146,082
+43,684
721
$5.77M 0.01%
117,104
-1,592
722
$5.77M 0.01%
45,964
+2,373
723
$5.64M 0.01%
364,936
-9,444
724
$5.63M 0.01%
+123,899
725
$5.62M 0.01%
167,456
-3,612
27 28
29
30 31