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
1326
$1.64M ﹤0.01%
76,792
+3,647
1327
$1.63M ﹤0.01%
32,730
+9,994
1328
$1.63M ﹤0.01%
15,203
-5,545
1329
$1.63M ﹤0.01%
50,006
-34,441
1330
$1.63M ﹤0.01%
23,971
+1,121
1331
$1.63M ﹤0.01%
176,769
+3,841
1332
$1.62M ﹤0.01%
18,722
+115
1333
$1.62M ﹤0.01%
413,783
-65,040
1334
$1.61M ﹤0.01%
63,842
-18,024
1335
$1.61M ﹤0.01%
123,325
+125
1336
$1.61M ﹤0.01%
159,189
-5,919
1337
$1.61M ﹤0.01%
5,505
+249
1338
$1.61M ﹤0.01%
91,557
-7,122
1339
$1.59M ﹤0.01%
75,135
+26,574
1340
$1.59M ﹤0.01%
389,584
+92,346
1341
$1.59M ﹤0.01%
96,411
-47,537
1342
$1.59M ﹤0.01%
26,523
+1,680
1343
$1.59M ﹤0.01%
71,535
-8,977
1344
$1.58M ﹤0.01%
12,169
-26,778
1345
$1.58M ﹤0.01%
26,183
+12,644
1346
$1.57M ﹤0.01%
26,529
-20,368
1347
$1.57M ﹤0.01%
155,510
-11,275
1348
$1.57M ﹤0.01%
24,890
-8,668
1349
$1.57M ﹤0.01%
112,070
-5,186
1350
$1.57M ﹤0.01%
18,285
+663
52 53
54
55 56