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
1951
$620K ﹤0.01%
45,761
-86,333
1952
$618K ﹤0.01%
35,576
+25,024
1953
$617K ﹤0.01%
36,239
-3,404
1954
$617K ﹤0.01%
42,927
+12,949
1955
$616K ﹤0.01%
10,916
+1,402
1956
$616K ﹤0.01%
4,880
-313
1957
$615K ﹤0.01%
12,133
+167
1958
$614K ﹤0.01%
6,423
-316
1959
$612K ﹤0.01%
27,080
-369
1960
$612K ﹤0.01%
5,715
+359
1961
$611K ﹤0.01%
44,666
+3,653
1962
$610K ﹤0.01%
23,024
+247
1963
$610K ﹤0.01%
+26,553
1964
$605K ﹤0.01%
61,681
-22,553
1965
$604K ﹤0.01%
106,388
-2,016
1966
$603K ﹤0.01%
13,888
+1,651
1967
$603K ﹤0.01%
1,577
-752
1968
$601K ﹤0.01%
16,175
-495
1969
$601K ﹤0.01%
40,567
+5,634
1970
$601K ﹤0.01%
40,767
-260
1971
$600K ﹤0.01%
54,527
+29,621
1972
$600K ﹤0.01%
23,076
+5,319
1973
$600K ﹤0.01%
8,395
+105
1974
$600K ﹤0.01%
8,154
-3,784
1975
$598K ﹤0.01%
+14,869
77 78
79
80 81