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
2001
$567K ﹤0.01%
50,052
+1,250
2002
$567K ﹤0.01%
70,951
+11,482
2003
$566K ﹤0.01%
31,181
+888
2004
$565K ﹤0.01%
13,461
-391
2005
$565K ﹤0.01%
5,361
+1,326
2006
$564K ﹤0.01%
11,974
+8,773
2007
$563K ﹤0.01%
43,369
-129
2008
$562K ﹤0.01%
37,743
-2,869
2009
$561K ﹤0.01%
16,856
+970
2010
$561K ﹤0.01%
50,268
+7,481
2011
$561K ﹤0.01%
52,880
-11,371
2012
$560K ﹤0.01%
16,836
+950
2013
$559K ﹤0.01%
10,036
+9
2014
$558K ﹤0.01%
50,854
2015
$558K ﹤0.01%
10,493
+1,086
2016
$556K ﹤0.01%
5,230
+179
2017
$555K ﹤0.01%
37,316
+4,048
2018
$554K ﹤0.01%
64,919
+2,032
2019
$552K ﹤0.01%
+100,000
2020
$551K ﹤0.01%
13,264
2021
$551K ﹤0.01%
20,810
+1,594
2022
$549K ﹤0.01%
61,131
-8,466
2023
$549K ﹤0.01%
18,477
-4,814
2024
$548K ﹤0.01%
30,926
-185,384
2025
$547K ﹤0.01%
101,317
-10,000
79 80
81
82 83