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
126
$89.7M 0.18%
1,115,534
+25,710
127
$89.2M 0.18%
874,376
+37,679
128
$88.2M 0.18%
685,278
+33,268
129
$87.2M 0.18%
567,065
+24,596
130
$86.1M 0.18%
1,475,077
-388,297
131
$85.3M 0.18%
2,709,883
-63,323
132
$84.9M 0.17%
2,518,461
-11,268
133
$83.7M 0.17%
346,374
+22,728
134
$83.6M 0.17%
148,404
+18,414
135
$80.6M 0.17%
2,108,442
+47,284
136
$79.9M 0.16%
2,081,514
+287,470
137
$79.2M 0.16%
439,430
-38,681
138
$77.1M 0.16%
794,326
+38,476
139
$76.4M 0.16%
717,229
+43,436
140
$76.3M 0.16%
942,911
-85,019
141
$76.1M 0.16%
510,251
+29,557
142
$75.7M 0.16%
429,676
-4,156
143
$74.2M 0.15%
2,539,738
-30,114
144
$72.9M 0.15%
1,198,607
+11,457
145
$72.3M 0.15%
1,041,117
+63,007
146
$72.2M 0.15%
305,268
+4,851
147
$72.1M 0.15%
711,488
-15,439
148
$71.6M 0.15%
1,019,079
-12,868
149
$71.3M 0.15%
1,015,136
-12,125
150
$70.1M 0.14%
670,707
+153,952
4 5
6
7 8