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
1851
$722K ﹤0.01%
24,147
+8,725
1852
$721K ﹤0.01%
22,455
+489
1853
$721K ﹤0.01%
25,017
+14,853
1854
$720K ﹤0.01%
12,661
+6,476
1855
$720K ﹤0.01%
12,718
+382
1856
$719K ﹤0.01%
49,952
-2,032
1857
$718K ﹤0.01%
14,524
-737
1858
$718K ﹤0.01%
37,528
+8,850
1859
$717K ﹤0.01%
32,164
-4,296
1860
$716K ﹤0.01%
21,058
+1,283
1861
$715K ﹤0.01%
11,352
-3,246
1862
$713K ﹤0.01%
17,233
+906
1863
$712K ﹤0.01%
96,031
-18,342
1864
$709K ﹤0.01%
39,794
-37,575
1865
$709K ﹤0.01%
14,170
+8,093
1866
$708K ﹤0.01%
83,903
-4,670
1867
$707K ﹤0.01%
9,411
+3,346
1868
$705K ﹤0.01%
10,660
-881
1869
$701K ﹤0.01%
74,310
+18,815
1870
$701K ﹤0.01%
10,176
+1,047
1871
$698K ﹤0.01%
43,467
-9,647
1872
$698K ﹤0.01%
28,001
+13,690
1873
$698K ﹤0.01%
56,770
-10,275
1874
$697K ﹤0.01%
34,000
1875
$697K ﹤0.01%
4,970
-378
73 74
75
76 77