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
1876
$696K ﹤0.01%
23,748
+2,921
1877
$694K ﹤0.01%
60,064
1878
$694K ﹤0.01%
18,827
-2,482
1879
$692K ﹤0.01%
58,267
-647
1880
$692K ﹤0.01%
141,280
-14,794
1881
$692K ﹤0.01%
17,289
-2,916
1882
$691K ﹤0.01%
+46,170
1883
$690K ﹤0.01%
11,220
+3,335
1884
$689K ﹤0.01%
14,059
+6,678
1885
$688K ﹤0.01%
26,889
-600
1886
$685K ﹤0.01%
56,760
+42,829
1887
$682K ﹤0.01%
23,982
+1,106
1888
$682K ﹤0.01%
18,442
+6,006
1889
$681K ﹤0.01%
+142,175
1890
$679K ﹤0.01%
16,600
+4,936
1891
$678K ﹤0.01%
11,550
+63
1892
$678K ﹤0.01%
31,407
+58
1893
$677K ﹤0.01%
24,937
+2,763
1894
$676K ﹤0.01%
+8,754
1895
$675K ﹤0.01%
80,608
-2,425
1896
$675K ﹤0.01%
22,880
-665
1897
$673K ﹤0.01%
19,662
+3,439
1898
$673K ﹤0.01%
60,000
1899
$673K ﹤0.01%
108,709
-21,000
1900
$670K ﹤0.01%
7,681
+11
74 75
76
77 78