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
1201
$2.05M ﹤0.01%
70,525
+2,942
1202
$2.05M ﹤0.01%
213,857
-25,299
1203
$2.04M ﹤0.01%
94,835
-798
1204
$2.04M ﹤0.01%
43,676
+12,203
1205
$2.04M ﹤0.01%
83,084
+18,760
1206
$2.04M ﹤0.01%
43,795
-1,453
1207
$2.03M ﹤0.01%
23,796
+3,685
1208
$2.03M ﹤0.01%
93,707
-22,971
1209
$2.02M ﹤0.01%
32,134
+3,004
1210
$2.02M ﹤0.01%
114,825
+13,229
1211
$2.01M ﹤0.01%
41,844
-11,100
1212
$2.01M ﹤0.01%
32,442
-42,897
1213
$2M ﹤0.01%
19,366
+190
1214
$2M ﹤0.01%
562,990
-2,030
1215
$2M ﹤0.01%
17,627
+4,615
1216
$2M ﹤0.01%
72,681
+675
1217
$2M ﹤0.01%
85,070
+471
1218
$1.99M ﹤0.01%
79,113
+762
1219
$1.99M ﹤0.01%
21,474
+324
1220
$1.99M ﹤0.01%
28,314
+8,604
1221
$1.98M ﹤0.01%
42,730
+3,256
1222
$1.98M ﹤0.01%
147,227
-5,733
1223
$1.98M ﹤0.01%
26,572
+354
1224
$1.97M ﹤0.01%
74,443
-8,311
1225
$1.97M ﹤0.01%
15,675
+8,813
47 48
49
50 51