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
851
$4.24M 0.01%
1,039
+61
852
$4.22M 0.01%
52,862
+2,083
853
$4.21M 0.01%
20,943
-2,081
854
$4.19M 0.01%
41,272
-4,997
855
$4.19M 0.01%
43,023
-1,421
856
$4.17M 0.01%
27,895
-1,102
857
$4.17M 0.01%
58,947
+38,400
858
$4.14M 0.01%
83,556
-1,316
859
$4.14M 0.01%
93,380
+42,372
860
$4.12M 0.01%
114,271
-11,046
861
$4.12M 0.01%
30,091
+641
862
$4.12M 0.01%
38,519
+11,128
863
$4.11M 0.01%
52,034
-3,986
864
$4.1M 0.01%
+123,328
865
$4.1M 0.01%
34,486
-1,581
866
$4.09M 0.01%
72,753
+619
867
$4.09M 0.01%
46,958
+24,378
868
$4.08M 0.01%
152,411
+2,414
869
$4.06M 0.01%
101,881
+15,875
870
$4.05M 0.01%
12,534
-1,482
871
$4.01M 0.01%
321,851
-33
872
$4.01M 0.01%
36,726
+70
873
$4M 0.01%
300,753
+48,794
874
$3.98M 0.01%
71,989
-42,911
875
$3.98M 0.01%
221,300
+2,853
33 34
35
36 37