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
1401
$1.43M ﹤0.01%
170,780
+24,553
1402
$1.43M ﹤0.01%
72,857
+24,181
1403
$1.43M ﹤0.01%
25,892
+6,232
1404
$1.42M ﹤0.01%
24,872
+4,469
1405
$1.42M ﹤0.01%
53,984
-4,673
1406
$1.42M ﹤0.01%
20,196
+5,220
1407
$1.41M ﹤0.01%
88,723
+9,982
1408
$1.4M ﹤0.01%
49,755
+5,126
1409
$1.4M ﹤0.01%
19,083
+472
1410
$1.4M ﹤0.01%
33,453
-6,981
1411
$1.4M ﹤0.01%
88,248
-2,791
1412
$1.4M ﹤0.01%
+18,944
1413
$1.39M ﹤0.01%
23,728
1414
$1.39M ﹤0.01%
30,096
+1,962
1415
$1.39M ﹤0.01%
75,276
-8,394
1416
$1.38M ﹤0.01%
45,092
-956
1417
$1.38M ﹤0.01%
62,928
+21,576
1418
$1.38M ﹤0.01%
74,360
+40,592
1419
$1.38M ﹤0.01%
233,227
-973
1420
$1.38M ﹤0.01%
13,495
+2,429
1421
$1.37M ﹤0.01%
50,129
+30
1422
$1.37M ﹤0.01%
19,541
-4,193
1423
$1.37M ﹤0.01%
122,986
-73,119
1424
$1.37M ﹤0.01%
5,776
+694
1425
$1.36M ﹤0.01%
36,734
-909
55 56
57
58 59