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
1251
$1.86M ﹤0.01%
118,920
+101,403
1252
$1.86M ﹤0.01%
157,730
+58,427
1253
$1.85M ﹤0.01%
33,260
-5,672
1254
$1.85M ﹤0.01%
+92,000
1255
$1.85M ﹤0.01%
150,085
-7,916
1256
$1.85M ﹤0.01%
17,885
+7,062
1257
$1.84M ﹤0.01%
45,748
+31,249
1258
$1.84M ﹤0.01%
71,301
+8,964
1259
$1.84M ﹤0.01%
129,123
+6,320
1260
$1.84M ﹤0.01%
107,089
+37,737
1261
$1.84M ﹤0.01%
37,822
+1,045
1262
$1.83M ﹤0.01%
71,948
+33,166
1263
$1.83M ﹤0.01%
+46,353
1264
$1.83M ﹤0.01%
73,487
+1,114
1265
$1.82M ﹤0.01%
109,216
+61
1266
$1.82M ﹤0.01%
41,712
-3,876
1267
$1.82M ﹤0.01%
40,055
+3,110
1268
$1.82M ﹤0.01%
33,679
-2,584
1269
$1.81M ﹤0.01%
36,152
1270
$1.81M ﹤0.01%
35,320
-10,090
1271
$1.81M ﹤0.01%
24,418
+91
1272
$1.8M ﹤0.01%
9,205
+1,793
1273
$1.8M ﹤0.01%
263,634
-19,541
1274
$1.8M ﹤0.01%
68,111
-2,289
1275
$1.8M ﹤0.01%
18,866
+7,110
49 50
51
52 53