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
1076
$2.63M 0.01%
52,059
-2,314
1077
$2.62M 0.01%
52,836
-3,215
1078
$2.61M 0.01%
30,050
+421
1079
$2.61M 0.01%
216,507
-9,200
1080
$2.6M 0.01%
35,457
-1,573
1081
$2.6M 0.01%
78,951
-58,805
1082
$2.6M 0.01%
78,343
-29,077
1083
$2.6M 0.01%
231,112
+95,180
1084
$2.6M 0.01%
84,480
+11,508
1085
$2.59M 0.01%
166,725
-16,274
1086
$2.59M 0.01%
28,380
+43
1087
$2.59M 0.01%
16,733
+2,756
1088
$2.59M 0.01%
186,717
-640
1089
$2.58M 0.01%
132,801
-27,945
1090
$2.57M 0.01%
33,052
+13,326
1091
$2.57M 0.01%
24,366
+475
1092
$2.56M 0.01%
127,574
-93,421
1093
$2.56M 0.01%
71,694
-47,901
1094
$2.56M 0.01%
103,919
-7,087
1095
$2.55M 0.01%
49,542
-276
1096
$2.55M 0.01%
120,427
-28,517
1097
$2.54M 0.01%
103,926
+5,166
1098
$2.52M 0.01%
424,195
+158,137
1099
$2.52M 0.01%
93,883
-134,081
1100
$2.51M 0.01%
92,474
+5,075
42 43
44
45 46