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
1626
$1.01M ﹤0.01%
99,760
-1,934
1627
$1.01M ﹤0.01%
3,950
-942
1628
$1M ﹤0.01%
18,490
+98
1629
$1M ﹤0.01%
55,371
-2,785
1630
$999K ﹤0.01%
18,287
1631
$999K ﹤0.01%
50,957
+5,816
1632
$998K ﹤0.01%
19,358
-5,305
1633
$996K ﹤0.01%
26,792
+968
1634
$992K ﹤0.01%
10,792
+24
1635
$991K ﹤0.01%
65,886
1636
$990K ﹤0.01%
7,979
+4,368
1637
$989K ﹤0.01%
10,990
+519
1638
$989K ﹤0.01%
+56,463
1639
$988K ﹤0.01%
27,329
+12,223
1640
$988K ﹤0.01%
119,475
+25,100
1641
$986K ﹤0.01%
46,021
-4,114
1642
$985K ﹤0.01%
162,487
-4,696
1643
$985K ﹤0.01%
63,007
-692
1644
$984K ﹤0.01%
9,516
-5,230
1645
$982K ﹤0.01%
16,108
-96
1646
$981K ﹤0.01%
8,813
-375
1647
$980K ﹤0.01%
27,956
-3,440
1648
$979K ﹤0.01%
10,829
+698
1649
$979K ﹤0.01%
+40,625
1650
$979K ﹤0.01%
83,854
+19,824
64 65
66
67 68