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
1301
$1.72M ﹤0.01%
45,691
+8,295
1302
$1.72M ﹤0.01%
15,214
+441
1303
$1.72M ﹤0.01%
71,923
+15,211
1304
$1.72M ﹤0.01%
143,097
-1,891
1305
$1.72M ﹤0.01%
36,397
-72
1306
$1.71M ﹤0.01%
26,428
-943
1307
$1.71M ﹤0.01%
57,030
-4,158
1308
$1.71M ﹤0.01%
140,098
+8,628
1309
$1.7M ﹤0.01%
21,835
-73,195
1310
$1.7M ﹤0.01%
58,068
+7,853
1311
$1.7M ﹤0.01%
34,934
+2,374
1312
$1.69M ﹤0.01%
99,798
-5,625
1313
$1.69M ﹤0.01%
15,456
-1,242
1314
$1.68M ﹤0.01%
9,199
+1,432
1315
$1.68M ﹤0.01%
43,706
+37,922
1316
$1.68M ﹤0.01%
20,171
-24,315
1317
$1.67M ﹤0.01%
120,270
-1,030
1318
$1.67M ﹤0.01%
34,081
-6,327
1319
$1.67M ﹤0.01%
11,718
+396
1320
$1.67M ﹤0.01%
24,718
+2,314
1321
$1.66M ﹤0.01%
208,379
-60,478
1322
$1.65M ﹤0.01%
18,115
+7,515
1323
$1.64M ﹤0.01%
62,154
-45,402
1324
$1.64M ﹤0.01%
+16,497
1325
$1.64M ﹤0.01%
58,867
-2,070
51 52
53
54 55