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
751
$5.14M 0.01%
143,400
-472
752
$5.1M 0.01%
89,663
+1,380
753
$5.08M 0.01%
79,971
+36,886
754
$5.06M 0.01%
37,618
-2,715
755
$5.06M 0.01%
80,936
+2,696
756
$5.06M 0.01%
87,584
+21,621
757
$5.05M 0.01%
197,986
-62,601
758
$5.05M 0.01%
192,720
-64,440
759
$5.05M 0.01%
4,909
+720
760
$5.02M 0.01%
48,202
+45,522
761
$5M 0.01%
147,960
-1,519
762
$5M 0.01%
151,724
+19,910
763
$5M 0.01%
61,005
-6,683
764
$4.99M 0.01%
69,271
+27,258
765
$4.98M 0.01%
122,454
+7,059
766
$4.98M 0.01%
427,825
+75,261
767
$4.98M 0.01%
118,860
+10,306
768
$4.97M 0.01%
54,984
-84,254
769
$4.96M 0.01%
89,514
+26,614
770
$4.95M 0.01%
26,939
-12,737
771
$4.92M 0.01%
226,010
+7,986
772
$4.91M 0.01%
25,910
+8,680
773
$4.9M 0.01%
338,530
+108,662
774
$4.89M 0.01%
88,773
-889
775
$4.88M 0.01%
19,747
-415
29 30
31
32 33