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
1751
$845K ﹤0.01%
20,361
+1,151
1752
$843K ﹤0.01%
+17,310
1753
$841K ﹤0.01%
20,414
+754
1754
$841K ﹤0.01%
36,292
-14,926
1755
$840K ﹤0.01%
22,126
-3,397
1756
$839K ﹤0.01%
45,974
+1,768
1757
$839K ﹤0.01%
66,603
+38,625
1758
$837K ﹤0.01%
95,929
-807
1759
$835K ﹤0.01%
29,726
-3,622
1760
$833K ﹤0.01%
29,815
-3,793
1761
$833K ﹤0.01%
20,280
-820
1762
$830K ﹤0.01%
20,489
+9,630
1763
$829K ﹤0.01%
13,735
+1,935
1764
$829K ﹤0.01%
136,202
-9,533
1765
$829K ﹤0.01%
61,000
1766
$827K ﹤0.01%
47,610
+23,546
1767
$827K ﹤0.01%
57,741
-15,883
1768
$827K ﹤0.01%
32,210
-1,970
1769
$824K ﹤0.01%
20,356
-3,413
1770
$822K ﹤0.01%
95,010
-10,973
1771
$821K ﹤0.01%
31,430
+9,987
1772
$820K ﹤0.01%
33,662
-1,569
1773
$818K ﹤0.01%
32,279
+2,466
1774
$818K ﹤0.01%
119,296
-23,463
1775
$815K ﹤0.01%
17,762
+4,590
69 70
71
72 73