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
726
$5.56M 0.01%
23,530
-467
727
$5.56M 0.01%
62,313
+20,071
728
$5.53M 0.01%
211,665
+118,442
729
$5.53M 0.01%
357,455
+32,871
730
$5.51M 0.01%
52,671
+5,310
731
$5.49M 0.01%
56,803
-1,631
732
$5.46M 0.01%
45,392
+3,151
733
$5.46M 0.01%
2,513,641
+427,777
734
$5.45M 0.01%
99,784
-687
735
$5.44M 0.01%
121,775
+21,435
736
$5.42M 0.01%
27,721
-10,952
737
$5.41M 0.01%
210,103
-2,823
738
$5.41M 0.01%
63,631
+1,742
739
$5.39M 0.01%
95,038
+34,022
740
$5.38M 0.01%
58,465
+33,988
741
$5.37M 0.01%
196,228
-7,763
742
$5.35M 0.01%
121,734
+14,244
743
$5.34M 0.01%
214,834
+15,209
744
$5.29M 0.01%
155,636
-22,238
745
$5.24M 0.01%
69,588
-1,935
746
$5.22M 0.01%
289,443
-12,980
747
$5.22M 0.01%
12,265
+7,240
748
$5.21M 0.01%
186,033
+42
749
$5.15M 0.01%
46,086
-1,006
750
$5.14M 0.01%
123,434
-4,669
28 29
30
31 32