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
1276
$1.79M ﹤0.01%
32,376
+88
1277
$1.78M ﹤0.01%
40,775
-4,100
1278
$1.78M ﹤0.01%
104,108
+38,124
1279
$1.78M ﹤0.01%
80,203
-368
1280
$1.77M ﹤0.01%
20,308
+12,997
1281
$1.77M ﹤0.01%
69,818
+9,884
1282
$1.77M ﹤0.01%
26,335
+11,256
1283
$1.77M ﹤0.01%
34,758
+22,958
1284
$1.77M ﹤0.01%
43,197
-459
1285
$1.77M ﹤0.01%
64,337
-7,003
1286
$1.76M ﹤0.01%
67,249
+7,014
1287
$1.75M ﹤0.01%
178,380
1288
$1.75M ﹤0.01%
76,984
+116
1289
$1.75M ﹤0.01%
64,731
+14,266
1290
$1.75M ﹤0.01%
27,446
-876
1291
$1.75M ﹤0.01%
39,616
-736
1292
$1.75M ﹤0.01%
47,250
-5,742
1293
$1.75M ﹤0.01%
102,788
+57,027
1294
$1.74M ﹤0.01%
32,048
+801
1295
$1.74M ﹤0.01%
24,098
-16,097
1296
$1.74M ﹤0.01%
51,795
+38,185
1297
$1.73M ﹤0.01%
25,309
-6,002
1298
$1.73M ﹤0.01%
31,064
+824
1299
$1.73M ﹤0.01%
26,426
+4,126
1300
$1.72M ﹤0.01%
308,392
+113,117
50 51
52
53 54