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
1576
$1.07M ﹤0.01%
27,470
+7,557
1577
$1.07M ﹤0.01%
+62,607
1578
$1.07M ﹤0.01%
190,893
+65,906
1579
$1.07M ﹤0.01%
23,444
+6,097
1580
$1.07M ﹤0.01%
53,000
-666
1581
$1.07M ﹤0.01%
11,682
-1,479
1582
$1.07M ﹤0.01%
92,395
-15,515
1583
$1.07M ﹤0.01%
24,712
-5,940
1584
$1.07M ﹤0.01%
32,637
+9,934
1585
$1.07M ﹤0.01%
77,117
-948
1586
$1.06M ﹤0.01%
18,330
-12,554
1587
$1.06M ﹤0.01%
50,185
+2,208
1588
$1.06M ﹤0.01%
12,635
+742
1589
$1.06M ﹤0.01%
444,062
+20,270
1590
$1.06M ﹤0.01%
131,852
-17,514
1591
$1.06M ﹤0.01%
134,230
+5,035
1592
$1.06M ﹤0.01%
40,859
-1,614
1593
$1.05M ﹤0.01%
53,567
+21,090
1594
$1.05M ﹤0.01%
16,432
-635
1595
$1.05M ﹤0.01%
34,820
+4,104
1596
$1.05M ﹤0.01%
11,118
-15,897
1597
$1.05M ﹤0.01%
24,113
+11,495
1598
$1.04M ﹤0.01%
5,283
+172
1599
$1.04M ﹤0.01%
77,870
+2,602
1600
$1.04M ﹤0.01%
30,263
-1,504
62 63
64
65 66