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
1526
$1.17M ﹤0.01%
+4,662
1527
$1.17M ﹤0.01%
+58,191
1528
$1.17M ﹤0.01%
19,026
-222
1529
$1.17M ﹤0.01%
41,474
+7,484
1530
$1.16M ﹤0.01%
55,320
-10,530
1531
$1.16M ﹤0.01%
215,220
-2,903
1532
$1.16M ﹤0.01%
106,665
+12,868
1533
$1.16M ﹤0.01%
22,231
+1,993
1534
$1.16M ﹤0.01%
80,355
+55,355
1535
$1.16M ﹤0.01%
41,064
+7,496
1536
$1.16M ﹤0.01%
23,893
-8,787
1537
$1.16M ﹤0.01%
37,507
+3,274
1538
$1.16M ﹤0.01%
35,792
+761
1539
$1.15M ﹤0.01%
31,210
-1,145
1540
$1.15M ﹤0.01%
41,759
+14,616
1541
$1.15M ﹤0.01%
509,799
-22,240
1542
$1.15M ﹤0.01%
52,935
+20,026
1543
$1.15M ﹤0.01%
145,051
-96,138
1544
$1.15M ﹤0.01%
25,962
-112
1545
$1.14M ﹤0.01%
59,222
+846
1546
$1.14M ﹤0.01%
66,776
+17,132
1547
$1.14M ﹤0.01%
32,732
-10,165
1548
$1.14M ﹤0.01%
187,565
+283
1549
$1.13M ﹤0.01%
6,384
-824
1550
$1.13M ﹤0.01%
30,567
+396
60 61
62
63 64