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
1976
$598K ﹤0.01%
48,985
+24,748
1977
$597K ﹤0.01%
55,712
-4,451
1978
$597K ﹤0.01%
39,314
-47,287
1979
$597K ﹤0.01%
40,571
+9,381
1980
$593K ﹤0.01%
12,961
-6
1981
$592K ﹤0.01%
+6,002
1982
$591K ﹤0.01%
28,287
-1,809
1983
$590K ﹤0.01%
22,800
-688,930
1984
$588K ﹤0.01%
+31,245
1985
$587K ﹤0.01%
62,579
-40,876
1986
$586K ﹤0.01%
15,276
-4,707
1987
$585K ﹤0.01%
+7,018
1988
$584K ﹤0.01%
47,397
+22,711
1989
$584K ﹤0.01%
8,688
+391
1990
$583K ﹤0.01%
28,028
1991
$583K ﹤0.01%
21,683
-1,363
1992
$583K ﹤0.01%
17,066
-209
1993
$579K ﹤0.01%
21,224
-10,067
1994
$577K ﹤0.01%
37,000
1995
$576K ﹤0.01%
18,144
-4,263
1996
$576K ﹤0.01%
10,189
-3,409
1997
$571K ﹤0.01%
+11,493
1998
$570K ﹤0.01%
13,621
-143
1999
$569K ﹤0.01%
37,602
-3,565
2000
$569K ﹤0.01%
7,221
-146
78 79
80
81 82