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
826
$4.47M 0.01%
40,004
+4,580
827
$4.47M 0.01%
38,950
+4,798
828
$4.45M 0.01%
59,713
+11,073
829
$4.43M 0.01%
104,120
+8,904
830
$4.42M 0.01%
125,850
+3,127
831
$4.39M 0.01%
3,731
-272
832
$4.37M 0.01%
198,382
+1,691
833
$4.34M 0.01%
41,647
+2,550
834
$4.33M 0.01%
64,006
+3,137
835
$4.33M 0.01%
71,351
-19,990
836
$4.32M 0.01%
55,632
+19,263
837
$4.32M 0.01%
33,319
+65
838
$4.31M 0.01%
146,262
-13,756
839
$4.31M 0.01%
348,982
-32,275
840
$4.3M 0.01%
20,118
+1,590
841
$4.3M 0.01%
132,244
+43,243
842
$4.3M 0.01%
277,152
-3,320
843
$4.3M 0.01%
105,935
-3,533
844
$4.29M 0.01%
267,461
+16,689
845
$4.28M 0.01%
172,100
+2,450
846
$4.28M 0.01%
96,342
+69,249
847
$4.26M 0.01%
42,515
+867
848
$4.26M 0.01%
105,903
-22,144
849
$4.26M 0.01%
182,189
-46,759
850
$4.25M 0.01%
226,943
+30,638
32 33
34
35 36