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
901
$3.7M 0.01%
110,051
+4,479
902
$3.68M 0.01%
61,010
+17,586
903
$3.68M 0.01%
+200,143
904
$3.68M 0.01%
135,983
+8,174
905
$3.67M 0.01%
57,560
-10,448
906
$3.67M 0.01%
179,960
+48,640
907
$3.66M 0.01%
46,228
-6,610
908
$3.66M 0.01%
17,848
+29
909
$3.65M 0.01%
203,909
+13,452
910
$3.65M 0.01%
164,621
-10,185
911
$3.65M 0.01%
43,742
+540
912
$3.64M 0.01%
152,813
+68,379
913
$3.64M 0.01%
198,627
+7,938
914
$3.64M 0.01%
29,760
+5,350
915
$3.64M 0.01%
103,352
+41,672
916
$3.64M 0.01%
59,588
+16,160
917
$3.64M 0.01%
175,608
-20,206
918
$3.64M 0.01%
+84,633
919
$3.64M 0.01%
59,734
+15,847
920
$3.63M 0.01%
87,412
+5,906
921
$3.63M 0.01%
53,621
+132
922
$3.62M 0.01%
293,105
+2,668
923
$3.61M 0.01%
248,781
-9,215
924
$3.59M 0.01%
48,598
+17,924
925
$3.59M 0.01%
28,219
+884
35 36
37
38 39