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
1501
$1.21M ﹤0.01%
20,150
-252
1502
$1.21M ﹤0.01%
131,524
-14,473
1503
$1.21M ﹤0.01%
22,462
-465
1504
$1.21M ﹤0.01%
39,964
+17,186
1505
$1.21M ﹤0.01%
+88,872
1506
$1.21M ﹤0.01%
93,206
+24,206
1507
$1.21M ﹤0.01%
8,615
+132
1508
$1.2M ﹤0.01%
115,299
+16,788
1509
$1.2M ﹤0.01%
113,302
-10,022
1510
$1.2M ﹤0.01%
35,724
-1,891
1511
$1.2M ﹤0.01%
38,259
+16,460
1512
$1.2M ﹤0.01%
28,103
-6,508
1513
$1.2M ﹤0.01%
+12,147
1514
$1.19M ﹤0.01%
+288
1515
$1.19M ﹤0.01%
264,810
-22,813
1516
$1.19M ﹤0.01%
198,867
-175,173
1517
$1.19M ﹤0.01%
48,013
+18,514
1518
$1.19M ﹤0.01%
245,604
+7,539
1519
$1.18M ﹤0.01%
79,868
+407
1520
$1.18M ﹤0.01%
103,571
-3,026
1521
$1.17M ﹤0.01%
38,125
+27,300
1522
$1.17M ﹤0.01%
46,792
-843
1523
$1.17M ﹤0.01%
123,735
+5,482
1524
$1.17M ﹤0.01%
20,954
-1,238
1525
$1.17M ﹤0.01%
48,171
-34,841
59 60
61
62 63