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
1826
$754K ﹤0.01%
12,585
-708
1827
$754K ﹤0.01%
30,627
-4,139
1828
$753K ﹤0.01%
32,295
-1,535
1829
$751K ﹤0.01%
14,123
+7,524
1830
$747K ﹤0.01%
164,444
+38,074
1831
$747K ﹤0.01%
32,815
-290
1832
$746K ﹤0.01%
26,664
+177
1833
$745K ﹤0.01%
22,745
-13,091
1834
$744K ﹤0.01%
88,120
-1,503
1835
$744K ﹤0.01%
87,047
-75,404
1836
$742K ﹤0.01%
3,599
+2,134
1837
$742K ﹤0.01%
9,577
-809
1838
$742K ﹤0.01%
73,855
-26,846
1839
$740K ﹤0.01%
14,502
+1,238
1840
$739K ﹤0.01%
27,077
+10,999
1841
$735K ﹤0.01%
12,665
-94,848
1842
$734K ﹤0.01%
56,819
-1,009
1843
$732K ﹤0.01%
165,874
-8,998
1844
$732K ﹤0.01%
18,159
-903
1845
$726K ﹤0.01%
25,494
+17,091
1846
$725K ﹤0.01%
17,173
-8,122
1847
$724K ﹤0.01%
26,518
+13,794
1848
$724K ﹤0.01%
13,710
-23,532
1849
$724K ﹤0.01%
38,396
-24,111
1850
$724K ﹤0.01%
6,239
+432
72 73
74
75 76