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
151
$69.5M 0.14%
679,330
-68,930
152
$68.2M 0.14%
327,084
+49,442
153
$68M 0.14%
1,184,594
-91,591
154
$67.4M 0.14%
290,340
+6,717
155
$67.2M 0.14%
1,436,954
+1,430,749
156
$66.6M 0.14%
195,543
+2,332
157
$66.2M 0.14%
543,211
-719,471
158
$65.1M 0.13%
453,820
+34,022
159
$64.3M 0.13%
384,209
-29,803
160
$64.1M 0.13%
406,900
+268,418
161
$63.9M 0.13%
1,473,529
+450,984
162
$63.8M 0.13%
787,356
+12,297
163
$63.8M 0.13%
431,959
+18,724
164
$63.6M 0.13%
1,450,384
-238,195
165
$63M 0.13%
556,587
-5,209
166
$62.8M 0.13%
388,535
+32,501
167
$62.5M 0.13%
624,723
+36,137
168
$62.4M 0.13%
82,092
+8,045
169
$62.3M 0.13%
534,090
+7,051
170
$62M 0.13%
374,982
+47,225
171
$61.8M 0.13%
374,024
-16,686
172
$60.4M 0.12%
602,871
-28,570
173
$60.1M 0.12%
252,321
+55,814
174
$59.9M 0.12%
759,149
-7,686
175
$59.7M 0.12%
433,977
+36,099
5 6
7
8 9