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
2051
$532K ﹤0.01%
240,886
-259
2052
$530K ﹤0.01%
14,890
-3,030
2053
$529K ﹤0.01%
64,504
-6,785
2054
$528K ﹤0.01%
41,223
+3,470
2055
$528K ﹤0.01%
13,003
+818
2056
$528K ﹤0.01%
+5,065
2057
$527K ﹤0.01%
13,050
+1,425
2058
$527K ﹤0.01%
16,398
-14,424
2059
$527K ﹤0.01%
4,339
+565
2060
$527K ﹤0.01%
11,059
-733
2061
$525K ﹤0.01%
12,506
+402
2062
$523K ﹤0.01%
4,848
+1,719
2063
$522K ﹤0.01%
30,947
-278
2064
$522K ﹤0.01%
37,559
-12,156
2065
$521K ﹤0.01%
65,751
+7,274
2066
$521K ﹤0.01%
12,174
-4,993
2067
$519K ﹤0.01%
5,142
-172
2068
$518K ﹤0.01%
+7,562
2069
$517K ﹤0.01%
47,317
-216
2070
$517K ﹤0.01%
48,399
+6,816
2071
$516K ﹤0.01%
23,500
2072
$514K ﹤0.01%
9,442
-162
2073
$512K ﹤0.01%
11,620
-1,249
2074
$511K ﹤0.01%
+14,514
2075
$510K ﹤0.01%
11,896
+131
81 82
83
84 85