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
1476
$1.27M ﹤0.01%
33,532
-4,225
1477
$1.27M ﹤0.01%
29,215
-5,632
1478
$1.26M ﹤0.01%
135,163
-8,252
1479
$1.26M ﹤0.01%
21,051
+8,855
1480
$1.26M ﹤0.01%
46,271
-6,077
1481
$1.26M ﹤0.01%
41,344
+5,816
1482
$1.25M ﹤0.01%
+63,378
1483
$1.25M ﹤0.01%
+15,706
1484
$1.25M ﹤0.01%
43,996
+5,470
1485
$1.25M ﹤0.01%
85,905
+6,772
1486
$1.25M ﹤0.01%
88,775
-104
1487
$1.25M ﹤0.01%
20,492
-10,718
1488
$1.25M ﹤0.01%
7,032
+228
1489
$1.24M ﹤0.01%
25,163
+5,158
1490
$1.24M ﹤0.01%
8,731
-15,059
1491
$1.23M ﹤0.01%
30,945
-975
1492
$1.23M ﹤0.01%
63,047
-3,903
1493
$1.23M ﹤0.01%
30,485
+19,950
1494
$1.23M ﹤0.01%
32,294
-5,429
1495
$1.22M ﹤0.01%
50,474
-396
1496
$1.22M ﹤0.01%
166,366
+128,426
1497
$1.22M ﹤0.01%
33,481
-56
1498
$1.22M ﹤0.01%
+5,626
1499
$1.22M ﹤0.01%
36,697
+6,093
1500
$1.22M ﹤0.01%
216,556
-41,299
58 59
60
61 62