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
2126
$472K ﹤0.01%
11,174
-7,458
2127
$472K ﹤0.01%
4,824
+28
2128
$472K ﹤0.01%
20,216
-24,534
2129
$466K ﹤0.01%
6,393
+274
2130
$465K ﹤0.01%
31,614
+18,769
2131
$464K ﹤0.01%
7,154
+3,319
2132
$463K ﹤0.01%
13,450
-1,200
2133
$462K ﹤0.01%
14,219
+421
2134
$462K ﹤0.01%
25,766
+8,239
2135
$460K ﹤0.01%
11,203
-22
2136
$460K ﹤0.01%
26,577
+10,090
2137
$459K ﹤0.01%
28,026
-3,014
2138
$458K ﹤0.01%
54,579
-2,728
2139
$458K ﹤0.01%
10,493
-13,183
2140
$458K ﹤0.01%
11,159
+206
2141
$458K ﹤0.01%
15,669
-4,891
2142
$457K ﹤0.01%
5,541
-12,114
2143
$457K ﹤0.01%
40,552
-16,829
2144
$455K ﹤0.01%
14,270
+1,987
2145
$452K ﹤0.01%
50,053
+4,678
2146
$450K ﹤0.01%
13,182
+3,591
2147
$450K ﹤0.01%
+14,694
2148
$449K ﹤0.01%
24,233
+8,468
2149
$448K ﹤0.01%
39,427
+8,902
2150
$448K ﹤0.01%
14,431
-729
84 85
86
87 88