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
176
$59.6M 0.12%
1,269,846
-56,714
177
$59.6M 0.12%
584,036
+64,315
178
$59.4M 0.12%
403,719
+46,799
179
$58.9M 0.12%
345,656
-2,909
180
$58M 0.12%
912,661
+58,668
181
$56.4M 0.12%
380,864
+33,626
182
$55.6M 0.11%
1,136,525
+96,051
183
$54.7M 0.11%
432,691
+34,766
184
$54.4M 0.11%
430,279
+53,415
185
$54.2M 0.11%
944,344
-7,168
186
$54M 0.11%
1,554,604
+24,934
187
$53.9M 0.11%
461,859
+65,434
188
$52.3M 0.11%
1,281,762
+130,086
189
$52.1M 0.11%
845,311
+6,367
190
$51.6M 0.11%
489,021
+43,526
191
$51.3M 0.11%
231,532
+12,943
192
$50.9M 0.1%
1,374,000
+30,620
193
$50.6M 0.1%
825,970
+107,252
194
$50.5M 0.1%
572,280
+65,924
195
$49.5M 0.1%
832,488
+177,403
196
$49.1M 0.1%
556,072
+106,476
197
$48.8M 0.1%
889,658
+10,796
198
$48.1M 0.1%
514,151
+25,775
199
$48M 0.1%
1,865,588
+623,708
200
$47.8M 0.1%
750,501
+7,915
6 7
8
9 10