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
1776
$812K ﹤0.01%
22,327
+180
1777
$808K ﹤0.01%
13,553
-508
1778
$807K ﹤0.01%
10,465
-5,912
1779
$806K ﹤0.01%
13,408
-7,897
1780
$804K ﹤0.01%
18,180
-1,700
1781
$804K ﹤0.01%
+21,314
1782
$803K ﹤0.01%
13,972
+1,586
1783
$803K ﹤0.01%
9,247
-1,418
1784
$802K ﹤0.01%
96,670
-4,865
1785
$801K ﹤0.01%
11,650
-1,604
1786
$799K ﹤0.01%
56,380
+34,330
1787
$797K ﹤0.01%
3,738
-587
1788
$795K ﹤0.01%
52,655
+5,165
1789
$793K ﹤0.01%
14,611
-2,204
1790
$793K ﹤0.01%
20,376
+3,771
1791
$791K ﹤0.01%
88,725
+14,334
1792
$789K ﹤0.01%
13,637
+2,635
1793
$789K ﹤0.01%
14,658
-241
1794
$789K ﹤0.01%
48,538
+12,559
1795
$788K ﹤0.01%
48,517
+691
1796
$788K ﹤0.01%
+26,170
1797
$787K ﹤0.01%
14,460
+410
1798
$785K ﹤0.01%
40,348
-16,095
1799
$784K ﹤0.01%
40,083
-50,465
1800
$783K ﹤0.01%
5,627
+4,324
70 71
72
73 74