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
1676
$943K ﹤0.01%
+24,144
1677
$943K ﹤0.01%
4,134
-119
1678
$942K ﹤0.01%
54,094
-10,698
1679
$939K ﹤0.01%
99,036
-1,276
1680
$937K ﹤0.01%
28,653
+913
1681
$934K ﹤0.01%
69,910
+3,706
1682
$932K ﹤0.01%
2,595
-720
1683
$931K ﹤0.01%
143,037
-7,073
1684
$931K ﹤0.01%
22,117
+157
1685
$929K ﹤0.01%
61,836
+1,363
1686
$926K ﹤0.01%
52,822
+14,452
1687
$925K ﹤0.01%
92,351
+2,098
1688
$925K ﹤0.01%
14,116
+678
1689
$923K ﹤0.01%
32,415
+5,444
1690
$922K ﹤0.01%
27,769
+109
1691
$922K ﹤0.01%
14,469
-3,792
1692
$920K ﹤0.01%
12,974
-104
1693
$919K ﹤0.01%
75,000
-29,386
1694
$919K ﹤0.01%
52,993
-23,485
1695
$919K ﹤0.01%
23,871
+820
1696
$916K ﹤0.01%
366,389
-21,450
1697
$915K ﹤0.01%
26,679
+10,717
1698
$914K ﹤0.01%
43,627
+902
1699
$911K ﹤0.01%
9,950
+7,079
1700
$910K ﹤0.01%
26,114
-1,374
66 67
68
69 70