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
1601
$1.04M ﹤0.01%
56,433
-1,106
1602
$1.04M ﹤0.01%
6,714
+268
1603
$1.04M ﹤0.01%
30,183
-8,742
1604
$1.04M ﹤0.01%
171,868
+12,603
1605
$1.03M ﹤0.01%
41,089
+11,633
1606
$1.03M ﹤0.01%
10,487
-202
1607
$1.03M ﹤0.01%
31,277
+1,050
1608
$1.03M ﹤0.01%
6,060
+479
1609
$1.03M ﹤0.01%
19,945
+647
1610
$1.03M ﹤0.01%
10,563
-1,070
1611
$1.02M ﹤0.01%
+21,493
1612
$1.02M ﹤0.01%
95,747
-11,675
1613
$1.02M ﹤0.01%
17,758
+5,856
1614
$1.02M ﹤0.01%
27,022
+3,258
1615
$1.02M ﹤0.01%
14,891
-100,479
1616
$1.02M ﹤0.01%
6,905
+997
1617
$1.02M ﹤0.01%
27,859
+10,992
1618
$1.02M ﹤0.01%
13,611
+304
1619
$1.02M ﹤0.01%
358
+128
1620
$1.01M ﹤0.01%
22,756
+742
1621
$1.01M ﹤0.01%
70,400
+400
1622
$1.01M ﹤0.01%
29,548
+439
1623
$1.01M ﹤0.01%
47,176
+14,792
1624
$1.01M ﹤0.01%
24,908
+3,622
1625
$1.01M ﹤0.01%
38,103
+7,129
63 64
65
66 67