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
1376
$1.49M ﹤0.01%
18,631
-557
1377
$1.49M ﹤0.01%
32,928
+13,166
1378
$1.49M ﹤0.01%
169,439
-22,914
1379
$1.49M ﹤0.01%
426,538
+97,467
1380
$1.49M ﹤0.01%
115,473
+10,422
1381
$1.49M ﹤0.01%
38,463
-301,712
1382
$1.49M ﹤0.01%
+65,537
1383
$1.49M ﹤0.01%
38,140
+10,875
1384
$1.49M ﹤0.01%
38,810
-3,315
1385
$1.49M ﹤0.01%
68,260
-8,401
1386
$1.48M ﹤0.01%
57,236
-77,351
1387
$1.48M ﹤0.01%
24,742
+1,391
1388
$1.48M ﹤0.01%
24,576
-2,482
1389
$1.48M ﹤0.01%
35,959
-20,568
1390
$1.48M ﹤0.01%
73,263
+900
1391
$1.47M ﹤0.01%
17,567
+7,552
1392
$1.46M ﹤0.01%
183,851
-15,771
1393
$1.46M ﹤0.01%
104,296
-8,902
1394
$1.46M ﹤0.01%
55,726
+11,859
1395
$1.45M ﹤0.01%
43,909
-8,774
1396
$1.45M ﹤0.01%
94,244
+64,841
1397
$1.45M ﹤0.01%
25,002
+4,001
1398
$1.44M ﹤0.01%
59,071
+48,587
1399
$1.44M ﹤0.01%
83,034
1400
$1.44M ﹤0.01%
37,407
+4,602
54 55
56
57 58