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
2026
$547K ﹤0.01%
20,236
+919
2027
$547K ﹤0.01%
33,628
+11,258
2028
$547K ﹤0.01%
22,486
-4,040
2029
$545K ﹤0.01%
11,913
+4,900
2030
$545K ﹤0.01%
13,688
-184
2031
$545K ﹤0.01%
17,705
+8,711
2032
$545K ﹤0.01%
5,556
+1,472
2033
$544K ﹤0.01%
10,368
+79
2034
$543K ﹤0.01%
25,396
-23,454
2035
$542K ﹤0.01%
7,133
+357
2036
$542K ﹤0.01%
12,951
-3,557
2037
$540K ﹤0.01%
6,514
+1,534
2038
$539K ﹤0.01%
13,924
+122
2039
$539K ﹤0.01%
+24,377
2040
$537K ﹤0.01%
150,790
+118,815
2041
$537K ﹤0.01%
8,558
+696
2042
$537K ﹤0.01%
16,880
-7,850
2043
$536K ﹤0.01%
36,644
-1,412
2044
$535K ﹤0.01%
15,173
+7,867
2045
$535K ﹤0.01%
60,754
-642
2046
$534K ﹤0.01%
37,709
+1,363
2047
$534K ﹤0.01%
+2,215
2048
$533K ﹤0.01%
+38,449
2049
$532K ﹤0.01%
+23,030
2050
$532K ﹤0.01%
10,624
+52
80 81
82
83 84