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
1126
$2.38M ﹤0.01%
22,265
+10,087
1127
$2.38M ﹤0.01%
223,244
+16,679
1128
$2.37M ﹤0.01%
58,656
-1,908
1129
$2.37M ﹤0.01%
45,524
+2,171
1130
$2.37M ﹤0.01%
+134,227
1131
$2.36M ﹤0.01%
188,670
-5,020
1132
$2.35M ﹤0.01%
73,450
-210
1133
$2.34M ﹤0.01%
96,398
+7,279
1134
$2.33M ﹤0.01%
120,671
-1,107
1135
$2.33M ﹤0.01%
18,027
-5,446
1136
$2.33M ﹤0.01%
277,921
-3,217
1137
$2.33M ﹤0.01%
16,663
+441
1138
$2.33M ﹤0.01%
+46,736
1139
$2.32M ﹤0.01%
+177,110
1140
$2.32M ﹤0.01%
22,234
-1,441
1141
$2.32M ﹤0.01%
2,280
+592
1142
$2.31M ﹤0.01%
34,536
-1,799
1143
$2.31M ﹤0.01%
23,832
+4,025
1144
$2.31M ﹤0.01%
172,333
+91,759
1145
$2.29M ﹤0.01%
450,832
+436,976
1146
$2.29M ﹤0.01%
69,859
-581
1147
$2.28M ﹤0.01%
182,393
+1,065
1148
$2.26M ﹤0.01%
13,684
+1,498
1149
$2.25M ﹤0.01%
17,641
-101
1150
$2.25M ﹤0.01%
37,594
+7,040
44 45
46
47 48