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
2076
$509K ﹤0.01%
56,567
+4,707
2077
$509K ﹤0.01%
5,419
-132
2078
$509K ﹤0.01%
16,041
+508
2079
$508K ﹤0.01%
101,286
-439
2080
$508K ﹤0.01%
34,919
+593
2081
$508K ﹤0.01%
15,816
+8,618
2082
$507K ﹤0.01%
48,247
+3,836
2083
$505K ﹤0.01%
7,752
-730
2084
$505K ﹤0.01%
52,368
-4,894
2085
$505K ﹤0.01%
8,937
-2,196
2086
$503K ﹤0.01%
5,518
+3,075
2087
$503K ﹤0.01%
31,743
+377
2088
$503K ﹤0.01%
56,851
-30,952
2089
$502K ﹤0.01%
+15,025
2090
$502K ﹤0.01%
11,008
-14,054
2091
$500K ﹤0.01%
105,599
+3,395
2092
$500K ﹤0.01%
16,266
-869
2093
$500K ﹤0.01%
37,154
+383
2094
$499K ﹤0.01%
27,957
+1,882
2095
$498K ﹤0.01%
48,251
+6,716
2096
$498K ﹤0.01%
37,650
-4,656
2097
$497K ﹤0.01%
2,727
+61
2098
$497K ﹤0.01%
+5,917
2099
$496K ﹤0.01%
12,781
-855
2100
$495K ﹤0.01%
4,966
+148
82 83
84
85 86