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
1801
$781K ﹤0.01%
5,549
+743
1802
$781K ﹤0.01%
29,030
+17,231
1803
$779K ﹤0.01%
9,027
-58
1804
$777K ﹤0.01%
9,300
+1,178
1805
$777K ﹤0.01%
92,930
-3,625
1806
$776K ﹤0.01%
17,063
+2,002
1807
$774K ﹤0.01%
54,182
+11,087
1808
$771K ﹤0.01%
31,664
+3,198
1809
$771K ﹤0.01%
23,716
+7,594
1810
$770K ﹤0.01%
10,550
-3,602
1811
$769K ﹤0.01%
117,757
-10,181
1812
$766K ﹤0.01%
19,842
+11,343
1813
$766K ﹤0.01%
12,096
+683
1814
$766K ﹤0.01%
+9,118
1815
$765K ﹤0.01%
34,819
+13,334
1816
$763K ﹤0.01%
1,092
+203
1817
$763K ﹤0.01%
27,698
-15,956
1818
$761K ﹤0.01%
39,910
-2,795
1819
$760K ﹤0.01%
34,684
+820
1820
$760K ﹤0.01%
16,579
+948
1821
$760K ﹤0.01%
45,073
-644
1822
$760K ﹤0.01%
+9,966
1823
$755K ﹤0.01%
22,483
+126
1824
$755K ﹤0.01%
12,720
+1,082
1825
$754K ﹤0.01%
39,130
-953
71 72
73
74 75