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
1701
$909K ﹤0.01%
922,547
+12,980
1702
$908K ﹤0.01%
+42,784
1703
$906K ﹤0.01%
67,556
-23,271
1704
$906K ﹤0.01%
14,899
-6,568
1705
$905K ﹤0.01%
+34,446
1706
$904K ﹤0.01%
48,712
-4,843
1707
$903K ﹤0.01%
43,581
-9,800
1708
$902K ﹤0.01%
+16,181
1709
$901K ﹤0.01%
70,075
-8,755
1710
$901K ﹤0.01%
59,500
+30,170
1711
$898K ﹤0.01%
2,653
+1,220
1712
$898K ﹤0.01%
106,122
+33,799
1713
$897K ﹤0.01%
22,908
-258
1714
$895K ﹤0.01%
12,960
-351
1715
$892K ﹤0.01%
7,984
-1,920
1716
$891K ﹤0.01%
66,922
+3,869
1717
$888K ﹤0.01%
48,300
+6,950
1718
$886K ﹤0.01%
38,002
+433
1719
$886K ﹤0.01%
+140
1720
$884K ﹤0.01%
63,386
+344
1721
$881K ﹤0.01%
16,652
+8,832
1722
$880K ﹤0.01%
7,314
+955
1723
$880K ﹤0.01%
6,822
-519
1724
$879K ﹤0.01%
37,065
-3,810
1725
$877K ﹤0.01%
8,038
-35
67 68
69
70 71