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
1651
$977K ﹤0.01%
23,801
+1,754
1652
$976K ﹤0.01%
8,676
+3,489
1653
$972K ﹤0.01%
12,847
+3,165
1654
$969K ﹤0.01%
31,558
+6,974
1655
$968K ﹤0.01%
5,812
+1,909
1656
$967K ﹤0.01%
22,466
+765
1657
$967K ﹤0.01%
43,183
-2,958
1658
$963K ﹤0.01%
43,939
-358
1659
$963K ﹤0.01%
15,044
-28,064
1660
$962K ﹤0.01%
425,872
-1,529
1661
$961K ﹤0.01%
46,127
+18,556
1662
$960K ﹤0.01%
6,163
+1,401
1663
$958K ﹤0.01%
36,221
-60,464
1664
$958K ﹤0.01%
18,647
+336
1665
$955K ﹤0.01%
17,886
-32,496
1666
$954K ﹤0.01%
49,968
+33,644
1667
$953K ﹤0.01%
106,399
-5,339
1668
$952K ﹤0.01%
+36,363
1669
$952K ﹤0.01%
61,134
+9,823
1670
$951K ﹤0.01%
17,236
+1,088
1671
$949K ﹤0.01%
23,907
+1,197
1672
$948K ﹤0.01%
8,179
+8
1673
$946K ﹤0.01%
11,220
+2,995
1674
$946K ﹤0.01%
29,767
+2,369
1675
$944K ﹤0.01%
9,425
-9,314
65 66
67
68 69