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
1001
$3.03M 0.01%
138,725
-16,598
1002
$3.02M 0.01%
26,612
-722
1003
$3.01M 0.01%
292,004
+4,939
1004
$3.01M 0.01%
116,302
+49,883
1005
$3.01M 0.01%
96,001
+85,788
1006
$3M 0.01%
243,835
-4,170
1007
$3M 0.01%
67,113
-2,839
1008
$2.99M 0.01%
+116,575
1009
$2.99M 0.01%
69,314
+29,133
1010
$2.98M 0.01%
46,846
-6,617
1011
$2.98M 0.01%
5,790
+574
1012
$2.98M 0.01%
16,656
-827
1013
$2.98M 0.01%
61,207
-729
1014
$2.97M 0.01%
30,521
-5,449
1015
$2.97M 0.01%
213,372
-9,747
1016
$2.97M 0.01%
197,234
+24,835
1017
$2.96M 0.01%
63,488
-258
1018
$2.95M 0.01%
49,935
-1,784
1019
$2.95M 0.01%
215,532
+185,783
1020
$2.94M 0.01%
26,204
+2,614
1021
$2.94M 0.01%
12,108
+4,479
1022
$2.93M 0.01%
18,250
-1,083
1023
$2.93M 0.01%
224,266
-3,224
1024
$2.93M 0.01%
57,856
+37,342
1025
$2.93M 0.01%
33,497
-3,703
39 40
41
42 43