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
1176
$2.15M ﹤0.01%
79,707
+1,168
1177
$2.15M ﹤0.01%
65,699
+22,161
1178
$2.15M ﹤0.01%
+99,218
1179
$2.14M ﹤0.01%
14,730
+1,288
1180
$2.13M ﹤0.01%
8,968
+2,341
1181
$2.13M ﹤0.01%
20,139
-224
1182
$2.13M ﹤0.01%
16,429
-2,679
1183
$2.13M ﹤0.01%
15,151
+6,181
1184
$2.12M ﹤0.01%
329,977
+272,859
1185
$2.11M ﹤0.01%
17,262
-10,665
1186
$2.1M ﹤0.01%
126,097
+2,413
1187
$2.09M ﹤0.01%
111,691
+284
1188
$2.09M ﹤0.01%
57,939
+28,756
1189
$2.09M ﹤0.01%
23,487
-817
1190
$2.09M ﹤0.01%
10,982
-736
1191
$2.08M ﹤0.01%
78,519
-6,057
1192
$2.07M ﹤0.01%
42,034
+3,466
1193
$2.07M ﹤0.01%
31,675
+784
1194
$2.07M ﹤0.01%
+70,855
1195
$2.06M ﹤0.01%
44,622
-376
1196
$2.06M ﹤0.01%
41,604
+386
1197
$2.06M ﹤0.01%
12,112
-2,228
1198
$2.06M ﹤0.01%
11,305
+3,555
1199
$2.05M ﹤0.01%
126,101
-18,454
1200
$2.05M ﹤0.01%
30,017
-4,128
46 47
48
49 50