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
1226
$1.97M ﹤0.01%
53,658
+486
1227
$1.96M ﹤0.01%
23,735
+1,347
1228
$1.95M ﹤0.01%
251,822
-35,429
1229
$1.95M ﹤0.01%
+71,104
1230
$1.95M ﹤0.01%
41,196
+26,506
1231
$1.93M ﹤0.01%
179,366
+29,930
1232
$1.92M ﹤0.01%
217,827
-1,519
1233
$1.92M ﹤0.01%
77,844
-46,767
1234
$1.92M ﹤0.01%
54,203
-1,453
1235
$1.92M ﹤0.01%
74,330
-27,779
1236
$1.91M ﹤0.01%
63,431
+7,285
1237
$1.91M ﹤0.01%
13,390
+2,623
1238
$1.9M ﹤0.01%
50,287
-9,963
1239
$1.89M ﹤0.01%
19,303
+715
1240
$1.88M ﹤0.01%
14,572
+107
1241
$1.88M ﹤0.01%
88,606
+36,433
1242
$1.88M ﹤0.01%
73,284
+15,460
1243
$1.87M ﹤0.01%
36,170
+4,732
1244
$1.86M ﹤0.01%
64,298
-9,360
1245
$1.86M ﹤0.01%
34,041
-2,104
1246
$1.86M ﹤0.01%
12,479
-5,903
1247
$1.86M ﹤0.01%
72,345
+7,999
1248
$1.86M ﹤0.01%
23,517
+1,367
1249
$1.86M ﹤0.01%
55,222
+40,497
1250
$1.86M ﹤0.01%
22,450
+3,833
48 49
50
51 52