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
1051
$2.79M 0.01%
78,007
+3,392
1052
$2.79M 0.01%
97,021
-15,289
1053
$2.78M 0.01%
47,056
+23,285
1054
$2.78M 0.01%
124,398
-58,017
1055
$2.78M 0.01%
56,972
+3,156
1056
$2.77M 0.01%
99,871
+1,389
1057
$2.76M 0.01%
149,364
+31,782
1058
$2.76M 0.01%
68,233
+44,677
1059
$2.75M 0.01%
+132,596
1060
$2.75M 0.01%
144,926
-43
1061
$2.75M 0.01%
44,852
+19,614
1062
$2.75M 0.01%
70,426
+16,121
1063
$2.73M 0.01%
23,535
-1,250
1064
$2.73M 0.01%
79,204
+53,317
1065
$2.73M 0.01%
28,401
+5,104
1066
$2.7M 0.01%
30,639
+6,429
1067
$2.7M 0.01%
97,715
+40,480
1068
$2.69M 0.01%
16,177
-21,751
1069
$2.68M 0.01%
67,415
-4,957
1070
$2.67M 0.01%
1,419
+553
1071
$2.65M 0.01%
16,552
-4,958
1072
$2.65M 0.01%
130,157
-10,507
1073
$2.63M 0.01%
78,053
-2,826
1074
$2.63M 0.01%
44,001
-3,710
1075
$2.63M 0.01%
7,685
-113
41 42
43
44 45