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
1351
$1.56M ﹤0.01%
125,966
-11,905
1352
$1.56M ﹤0.01%
+4,047
1353
$1.56M ﹤0.01%
182,632
+30,427
1354
$1.56M ﹤0.01%
16,240
+4,530
1355
$1.56M ﹤0.01%
68,066
+8,064
1356
$1.55M ﹤0.01%
+4,038
1357
$1.55M ﹤0.01%
66,742
-2,225
1358
$1.54M ﹤0.01%
7,959
-104
1359
$1.54M ﹤0.01%
146,857
+2,238
1360
$1.54M ﹤0.01%
23,114
+15,685
1361
$1.54M ﹤0.01%
+52,228
1362
$1.53M ﹤0.01%
53,619
-1,587
1363
$1.53M ﹤0.01%
1,965
+58
1364
$1.53M ﹤0.01%
110,668
+4,706
1365
$1.52M ﹤0.01%
29,600
-4,852
1366
$1.52M ﹤0.01%
72,749
+37,780
1367
$1.52M ﹤0.01%
55,283
-1,295
1368
$1.51M ﹤0.01%
7,039
-894
1369
$1.5M ﹤0.01%
11,036
-230
1370
$1.5M ﹤0.01%
65,365
+17,012
1371
$1.5M ﹤0.01%
51,550
+17,812
1372
$1.5M ﹤0.01%
50,571
+166
1373
$1.5M ﹤0.01%
165,568
+949
1374
$1.5M ﹤0.01%
60,569
+1,247
1375
$1.5M ﹤0.01%
111,227
+75,489
53 54
55
56 57