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
801
$4.66M 0.01%
155,487
-32,868
802
$4.65M 0.01%
244,438
+56,864
803
$4.64M 0.01%
72,596
+4,535
804
$4.64M 0.01%
125,794
+16,577
805
$4.63M 0.01%
379,953
-9,850
806
$4.63M 0.01%
19,598
+9,564
807
$4.63M 0.01%
306,601
-23,694
808
$4.63M 0.01%
262,592
+12,111
809
$4.61M 0.01%
41,428
+3,803
810
$4.6M 0.01%
58,120
+38,248
811
$4.59M 0.01%
61,810
+1,576
812
$4.59M 0.01%
396,768
-97,936
813
$4.59M 0.01%
53,336
-12,289
814
$4.58M 0.01%
81,520
-6,038
815
$4.58M 0.01%
353,728
+137,696
816
$4.56M 0.01%
33,955
+1,344
817
$4.55M 0.01%
46,515
-3,504
818
$4.55M 0.01%
32,357
+4,963
819
$4.55M 0.01%
68,664
-2,448
820
$4.52M 0.01%
379,264
+14,743
821
$4.51M 0.01%
69,351
+1,474
822
$4.5M 0.01%
65,961
+31,563
823
$4.49M 0.01%
43,590
+1,182
824
$4.49M 0.01%
247,704
-16,576
825
$4.48M 0.01%
108,635
+7,365
31 32
33
34 35