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
1151
$2.25M ﹤0.01%
24,149
-3,125
1152
$2.25M ﹤0.01%
43,495
-14,015
1153
$2.25M ﹤0.01%
27,076
-849
1154
$2.24M ﹤0.01%
80,012
+30,335
1155
$2.23M ﹤0.01%
72,515
+4,220
1156
$2.23M ﹤0.01%
249,489
+3,957
1157
$2.23M ﹤0.01%
37,595
+21,130
1158
$2.23M ﹤0.01%
41,659
-864
1159
$2.22M ﹤0.01%
99,159
+16,740
1160
$2.21M ﹤0.01%
14,847
+1,339
1161
$2.21M ﹤0.01%
75,509
+27,038
1162
$2.2M ﹤0.01%
27,579
-218
1163
$2.19M ﹤0.01%
102,180
-5,110
1164
$2.19M ﹤0.01%
158,453
+16,214
1165
$2.19M ﹤0.01%
148,428
+23,110
1166
$2.18M ﹤0.01%
13,280
+6,437
1167
$2.18M ﹤0.01%
51,065
+27,406
1168
$2.18M ﹤0.01%
78,480
-1,501
1169
$2.17M ﹤0.01%
+84,301
1170
$2.17M ﹤0.01%
237,754
+19,487
1171
$2.16M ﹤0.01%
46,076
+266
1172
$2.16M ﹤0.01%
74,516
-1,034
1173
$2.16M ﹤0.01%
136,809
-23,117
1174
$2.15M ﹤0.01%
88,726
+20,548
1175
$2.15M ﹤0.01%
+38,584
45 46
47
48 49