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
1426
$1.36M ﹤0.01%
55,592
+16,831
1427
$1.36M ﹤0.01%
+41,767
1428
$1.36M ﹤0.01%
54,633
-8,210
1429
$1.36M ﹤0.01%
28,317
-16,684
1430
$1.36M ﹤0.01%
26,144
+6,456
1431
$1.36M ﹤0.01%
143,000
-22,000
1432
$1.35M ﹤0.01%
53,068
-77,533
1433
$1.35M ﹤0.01%
111,069
+18,584
1434
$1.35M ﹤0.01%
74,057
+57,021
1435
$1.35M ﹤0.01%
7,834
-6,382
1436
$1.35M ﹤0.01%
23,458
-542
1437
$1.35M ﹤0.01%
15,708
-485
1438
$1.34M ﹤0.01%
50,925
-519
1439
$1.34M ﹤0.01%
53,022
+4,550
1440
$1.34M ﹤0.01%
85,624
+10,364
1441
$1.34M ﹤0.01%
19,076
-137,450
1442
$1.34M ﹤0.01%
33,845
+8,279
1443
$1.34M ﹤0.01%
20,092
+401
1444
$1.34M ﹤0.01%
15,169
+34
1445
$1.33M ﹤0.01%
95,062
+10,082
1446
$1.33M ﹤0.01%
77,663
+3,257
1447
$1.33M ﹤0.01%
166,465
+151,031
1448
$1.33M ﹤0.01%
119,223
+57
1449
$1.33M ﹤0.01%
65,145
-17,957
1450
$1.32M ﹤0.01%
478,873
-18,201
56 57
58
59 60