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
926
$3.58M 0.01%
200,489
-4,117
927
$3.56M 0.01%
46,677
-1,922
928
$3.55M 0.01%
158,475
+9,761
929
$3.53M 0.01%
46,982
+8,589
930
$3.53M 0.01%
36,956
+1,350
931
$3.52M 0.01%
287,988
+149,496
932
$3.51M 0.01%
66,357
+48,345
933
$3.51M 0.01%
496,043
-8,192
934
$3.51M 0.01%
52,767
+1,430
935
$3.48M 0.01%
86,829
+7,713
936
$3.48M 0.01%
138,218
+1,624
937
$3.48M 0.01%
330,270
-27,722
938
$3.46M 0.01%
235,456
+171,781
939
$3.46M 0.01%
36,479
+19,900
940
$3.44M 0.01%
28,306
+2,739
941
$3.44M 0.01%
106,539
+8,262
942
$3.42M 0.01%
292,011
-182,546
943
$3.42M 0.01%
55,120
-6,229
944
$3.42M 0.01%
31,387
+5,015
945
$3.41M 0.01%
124,303
-1,219
946
$3.4M 0.01%
61,989
+10,052
947
$3.39M 0.01%
34,082
-7,245
948
$3.38M 0.01%
184,762
+137,951
949
$3.38M 0.01%
20,387
-25,978
950
$3.37M 0.01%
141,447
+10,901
36 37
38
39 40