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
1101
$2.5M 0.01%
39,576
+5,180
1102
$2.49M 0.01%
92,992
+1,050
1103
$2.49M 0.01%
135,306
+3,756
1104
$2.49M 0.01%
83,142
+3,588
1105
$2.48M 0.01%
63,456
+2,228
1106
$2.48M 0.01%
31,800
-2,924
1107
$2.47M 0.01%
113,759
-2,309
1108
$2.47M 0.01%
35,005
+4,022
1109
$2.46M 0.01%
25,264
-10,508
1110
$2.46M 0.01%
72,362
-12,182
1111
$2.46M 0.01%
2,560
1112
$2.45M 0.01%
67,679
-25,697
1113
$2.45M 0.01%
96,489
+3,989
1114
$2.45M 0.01%
46,100
+3,482
1115
$2.45M 0.01%
62,528
-18,095
1116
$2.44M 0.01%
24,154
+8,406
1117
$2.43M 0.01%
14,264
-3,678
1118
$2.43M 0.01%
110,486
-5,629
1119
$2.43M 0.01%
75,571
-1,899
1120
$2.43M 0.01%
63,399
+3,257
1121
$2.42M 0.01%
47,478
-5,339
1122
$2.4M ﹤0.01%
74,682
-107,079
1123
$2.4M ﹤0.01%
19,218
-916
1124
$2.39M ﹤0.01%
+38,048
1125
$2.39M ﹤0.01%
139,824
+57,400
43 44
45
46 47