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
1026
$2.92M 0.01%
31,157
+12,364
1027
$2.9M 0.01%
94,654
+3,307
1028
$2.89M 0.01%
89,912
-8,370
1029
$2.89M 0.01%
199,139
-219,205
1030
$2.89M 0.01%
79,629
+68,855
1031
$2.89M 0.01%
112,650
+18,479
1032
$2.88M 0.01%
149,623
-3,139
1033
$2.88M 0.01%
46,540
+3,992
1034
$2.88M 0.01%
38,031
+21,557
1035
$2.87M 0.01%
34,737
+4,211
1036
$2.87M 0.01%
63,540
-57,608
1037
$2.86M 0.01%
110,160
-26,675
1038
$2.86M 0.01%
128,543
+15,456
1039
$2.85M 0.01%
3,229
+91
1040
$2.85M 0.01%
48,635
+1,360
1041
$2.85M 0.01%
26,727
+3,041
1042
$2.84M 0.01%
199,731
-21,015
1043
$2.83M 0.01%
80,080
+450
1044
$2.81M 0.01%
48,160
+505
1045
$2.81M 0.01%
100,751
+4,676
1046
$2.81M 0.01%
22,345
+1,100
1047
$2.81M 0.01%
36,416
+2,141
1048
$2.79M 0.01%
41,291
-20,375
1049
$2.79M 0.01%
31,091
-3,512
1050
$2.79M 0.01%
247,266
+63,570
40 41
42
43 44