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
776
$4.85M 0.01%
82,185
-901
777
$4.84M 0.01%
92,713
+36,536
778
$4.84M 0.01%
318,755
+60,745
779
$4.84M 0.01%
51,063
-25,839
780
$4.81M 0.01%
17,214
+4,759
781
$4.81M 0.01%
71,247
+1,258
782
$4.79M 0.01%
57,851
+7,040
783
$4.79M 0.01%
392,085
+1,784
784
$4.78M 0.01%
49,223
+1,033
785
$4.78M 0.01%
37,609
+12,143
786
$4.75M 0.01%
20,917
-4,894
787
$4.75M 0.01%
88,725
-2,990
788
$4.73M 0.01%
37,395
-1,514
789
$4.71M 0.01%
350,701
+11,939
790
$4.71M 0.01%
107,563
+29,695
791
$4.7M 0.01%
79,612
-1,345
792
$4.7M 0.01%
131,959
+75,404
793
$4.69M 0.01%
103,587
+8,094
794
$4.68M 0.01%
28,177
+12,302
795
$4.68M 0.01%
23,901
-2,371
796
$4.67M 0.01%
254,568
-24,950
797
$4.67M 0.01%
86,065
-2,911
798
$4.67M 0.01%
80,694
-1,634,004
799
$4.67M 0.01%
120,950
-20,775
800
$4.66M 0.01%
88,013
-190
30 31
32
33 34