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
951
$3.37M 0.01%
229,431
-14,168
952
$3.35M 0.01%
150,787
-67,787
953
$3.34M 0.01%
55,012
+47,944
954
$3.34M 0.01%
306,454
+1,622
955
$3.33M 0.01%
85,893
-4,932
956
$3.33M 0.01%
15,924
-6,213
957
$3.31M 0.01%
42,829
+11,909
958
$3.28M 0.01%
249,303
-37,213
959
$3.27M 0.01%
172,500
+6,500
960
$3.27M 0.01%
79,140
-3,765
961
$3.27M 0.01%
125,906
+7,562
962
$3.27M 0.01%
292,892
+3,576
963
$3.26M 0.01%
80,830
-13,041
964
$3.24M 0.01%
79,308
-2,163
965
$3.22M 0.01%
84,282
+8,512
966
$3.21M 0.01%
52,833
+2,161
967
$3.2M 0.01%
32,238
-5,586
968
$3.2M 0.01%
11,159
+2,095
969
$3.19M 0.01%
295,791
-28,969
970
$3.19M 0.01%
44,147
+795
971
$3.19M 0.01%
6,126
+3,587
972
$3.18M 0.01%
26,290
+24,025
973
$3.18M 0.01%
63,177
+4,562
974
$3.15M 0.01%
45,851
+14,754
975
$3.15M 0.01%
163,589
+60,207
37 38
39
40 41