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
1901
$669K ﹤0.01%
11,498
-353
1902
$666K ﹤0.01%
18,153
+9,977
1903
$666K ﹤0.01%
1,064
+4
1904
$665K ﹤0.01%
281,684
+67,644
1905
$665K ﹤0.01%
13,595
+581
1906
$664K ﹤0.01%
17,863
+1,016
1907
$663K ﹤0.01%
46,303
-438
1908
$661K ﹤0.01%
13,864
+4,446
1909
$661K ﹤0.01%
17,407
-3,504
1910
$660K ﹤0.01%
15,758
-7,000
1911
$660K ﹤0.01%
47,082
+6,600
1912
$659K ﹤0.01%
12,229
+234
1913
$659K ﹤0.01%
19,195
+7,250
1914
$659K ﹤0.01%
187,837
+10,651
1915
$658K ﹤0.01%
58,651
-37,930
1916
$657K ﹤0.01%
18,108
-2,241
1917
$656K ﹤0.01%
25,456
+3,529
1918
$656K ﹤0.01%
8,626
+212
1919
$655K ﹤0.01%
16,017
+3,654
1920
$655K ﹤0.01%
6,706
+2,199
1921
$653K ﹤0.01%
74,932
+6,999
1922
$651K ﹤0.01%
8,303
-264
1923
$647K ﹤0.01%
18,472
-26
1924
$645K ﹤0.01%
10,956
+2,449
1925
$645K ﹤0.01%
2,709
+1,242
75 76
77
78 79