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
876
$3.98M 0.01%
20,528
+15,407
877
$3.97M 0.01%
90,230
+9,887
878
$3.92M 0.01%
60,596
-4,330
879
$3.92M 0.01%
176,736
+10,603
880
$3.92M 0.01%
26,038
+132
881
$3.91M 0.01%
99,446
-6,934
882
$3.91M 0.01%
18,746
-1,143
883
$3.88M 0.01%
132,786
+40,480
884
$3.87M 0.01%
103,119
+71,321
885
$3.86M 0.01%
165,100
-49
886
$3.84M 0.01%
50,556
+24,691
887
$3.83M 0.01%
82,782
-7,038
888
$3.82M 0.01%
106,776
+28,626
889
$3.8M 0.01%
112,700
-7,841
890
$3.79M 0.01%
217,814
-10,753
891
$3.78M 0.01%
81,722
+5,189
892
$3.75M 0.01%
82,065
-15,959
893
$3.75M 0.01%
30,043
+597
894
$3.75M 0.01%
277,429
+245,877
895
$3.75M 0.01%
134,858
-1,935
896
$3.74M 0.01%
119,491
+4,957
897
$3.73M 0.01%
77,842
-251
898
$3.72M 0.01%
392,749
+21,376
899
$3.71M 0.01%
76,944
-7,578
900
$3.7M 0.01%
45,837
-14,641
34 35
36
37 38