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
1726
$872K ﹤0.01%
44,197
+3,815
1727
$872K ﹤0.01%
41,072
-3,243
1728
$871K ﹤0.01%
83,902
-648
1729
$869K ﹤0.01%
20,313
+724
1730
$868K ﹤0.01%
59,795
+1,393
1731
$868K ﹤0.01%
32,029
+12,767
1732
$867K ﹤0.01%
23,592
-7,543
1733
$864K ﹤0.01%
16,778
-676
1734
$864K ﹤0.01%
52,073
+4,020
1735
$863K ﹤0.01%
13,844
-7,240
1736
$863K ﹤0.01%
27,662
+3,789
1737
$862K ﹤0.01%
26,996
-194
1738
$861K ﹤0.01%
31,846
+1,836
1739
$861K ﹤0.01%
26,572
+2,282
1740
$859K ﹤0.01%
25,823
-2,441
1741
$857K ﹤0.01%
74,227
-4,177
1742
$856K ﹤0.01%
46,808
+7,005
1743
$854K ﹤0.01%
11,138
+82
1744
$851K ﹤0.01%
13,705
+2,192
1745
$850K ﹤0.01%
9,713
+1,147
1746
$849K ﹤0.01%
23,418
-155
1747
$849K ﹤0.01%
59,086
-1,875
1748
$847K ﹤0.01%
33,735
-12,377
1749
$846K ﹤0.01%
24,075
-1,749
1750
$846K ﹤0.01%
22,192
-5,758
68 69
70
71 72