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
1551
$1.13M ﹤0.01%
89,133
+28,613
1552
$1.13M ﹤0.01%
27,650
+8,627
1553
$1.12M ﹤0.01%
103,519
-19,116
1554
$1.12M ﹤0.01%
23,800
+4,148
1555
$1.12M ﹤0.01%
123,916
+11,675
1556
$1.11M ﹤0.01%
2,431
-27
1557
$1.11M ﹤0.01%
9,255
+930
1558
$1.11M ﹤0.01%
22,842
1559
$1.11M ﹤0.01%
111,044
-23,702
1560
$1.11M ﹤0.01%
17,393
-825
1561
$1.11M ﹤0.01%
125,739
-115,573
1562
$1.11M ﹤0.01%
94,456
+4,876
1563
$1.1M ﹤0.01%
27,122
+805
1564
$1.1M ﹤0.01%
21,029
+14,209
1565
$1.1M ﹤0.01%
34,029
-16
1566
$1.1M ﹤0.01%
89,373
-17,787
1567
$1.09M ﹤0.01%
48,623
+3,737
1568
$1.09M ﹤0.01%
24,637
+678
1569
$1.09M ﹤0.01%
24,230
+19,191
1570
$1.09M ﹤0.01%
271,137
+20,854
1571
$1.09M ﹤0.01%
29,692
+2,697
1572
$1.09M ﹤0.01%
13,704
+283
1573
$1.09M ﹤0.01%
50,847
+6,469
1574
$1.08M ﹤0.01%
55,000
-15,054
1575
$1.08M ﹤0.01%
14,366
+850
61 62
63
64 65