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
1451
$1.31M ﹤0.01%
157,352
-13,302
1452
$1.31M ﹤0.01%
115,593
-17,737
1453
$1.31M ﹤0.01%
34,333
-17,826
1454
$1.31M ﹤0.01%
+19,803
1455
$1.31M ﹤0.01%
17,600
-4,302
1456
$1.31M ﹤0.01%
154,022
+2,166
1457
$1.31M ﹤0.01%
117,936
+24,513
1458
$1.3M ﹤0.01%
31,550
+2,644
1459
$1.3M ﹤0.01%
10,934
+1,888
1460
$1.3M ﹤0.01%
92,707
+11,366
1461
$1.3M ﹤0.01%
56,788
+4,985
1462
$1.3M ﹤0.01%
26,637
+702
1463
$1.3M ﹤0.01%
55,964
+3,566
1464
$1.29M ﹤0.01%
67,765
+15,880
1465
$1.29M ﹤0.01%
5,070
+809
1466
$1.29M ﹤0.01%
49,861
-3,788
1467
$1.29M ﹤0.01%
20,797
-1,200
1468
$1.28M ﹤0.01%
68,084
-3,119
1469
$1.28M ﹤0.01%
34,981
+5,223
1470
$1.28M ﹤0.01%
60,588
-6,157
1471
$1.28M ﹤0.01%
74,148
-10,964
1472
$1.27M ﹤0.01%
116,223
+3,442
1473
$1.27M ﹤0.01%
212,749
-5,837
1474
$1.27M ﹤0.01%
19,469
+2,670
1475
$1.27M ﹤0.01%
111,062
-125,197
57 58
59
60 61