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
976
$3.15M 0.01%
85,277
+21,414
977
$3.15M 0.01%
11,985
-236
978
$3.14M 0.01%
+115,119
979
$3.13M 0.01%
16,558
-52
980
$3.13M 0.01%
145,320
+35,599
981
$3.13M 0.01%
85,278
-282
982
$3.12M 0.01%
125,836
+8,252
983
$3.12M 0.01%
33,218
+3,488
984
$3.11M 0.01%
168,315
+20,007
985
$3.1M 0.01%
77,291
+1,641
986
$3.1M 0.01%
71,150
+21,847
987
$3.1M 0.01%
+18,126
988
$3.09M 0.01%
207,932
+11,940
989
$3.08M 0.01%
146,350
-11,410
990
$3.07M 0.01%
46,313
+399
991
$3.07M 0.01%
101,904
+9,647
992
$3.07M 0.01%
42,724
-17,734
993
$3.06M 0.01%
130,040
-13,860
994
$3.05M 0.01%
60,421
+67
995
$3.05M 0.01%
180,580
+47,521
996
$3.05M 0.01%
87,817
+15,043
997
$3.05M 0.01%
18,820
+559
998
$3.05M 0.01%
46,016
+2,035
999
$3.05M 0.01%
46,034
-2,826
1000
$3.04M 0.01%
412,338
+3,521
38 39
40
41 42