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
51
$230M 0.47%
1,149,439
+76,115
52
$229M 0.47%
1,641,311
+224,749
53
$223M 0.46%
1,927,495
+115,765
54
$223M 0.46%
1,890,990
+534,884
55
$220M 0.45%
1,048,644
+13,024
56
$219M 0.45%
648,982
+16,257
57
$218M 0.45%
3,790,743
+181,966
58
$218M 0.45%
1,306,846
-291,304
59
$216M 0.44%
1,332,319
+58,125
60
$210M 0.43%
1,805,768
+47,461
61
$203M 0.42%
1,402,901
+29,908
62
$200M 0.41%
9,311,209
+307,572
63
$200M 0.41%
1,049,307
+12,365
64
$199M 0.41%
3,845,312
-746,373
65
$195M 0.4%
2,230,653
+40,299
66
$195M 0.4%
1,184,018
+126,025
67
$192M 0.39%
753,756
+40,033
68
$185M 0.38%
854,932
-231,273
69
$183M 0.38%
3,363,392
+630,611
70
$178M 0.37%
814,334
-29,953
71
$174M 0.36%
3,131,045
+87,839
72
$173M 0.35%
1,036,114
+18,253
73
$172M 0.35%
2,052,725
+764,040
74
$172M 0.35%
808,351
-3,436
75
$171M 0.35%
1,784,207
+719,410
1 2
3
4 5