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
2151
$446K ﹤0.01%
8,344
-87
2152
$446K ﹤0.01%
33,183
+36
2153
$444K ﹤0.01%
47,586
+10,070
2154
$444K ﹤0.01%
28,378
-227,567
2155
$443K ﹤0.01%
89,080
-5,263
2156
$443K ﹤0.01%
29,227
+4,549
2157
$443K ﹤0.01%
13,476
+854
2158
$443K ﹤0.01%
+38,901
2159
$442K ﹤0.01%
56,380
-404
2160
$442K ﹤0.01%
+21,333
2161
$439K ﹤0.01%
7,674
+1,065
2162
$439K ﹤0.01%
+8,800
2163
$439K ﹤0.01%
20,000
-38,588
2164
$439K ﹤0.01%
87,168
-2,692
2165
$439K ﹤0.01%
122,014
+6,749
2166
$437K ﹤0.01%
10,370
-2,703
2167
$436K ﹤0.01%
8,021
-1,525
2168
$435K ﹤0.01%
22,779
-3,988
2169
$435K ﹤0.01%
20,354
-2,224
2170
$434K ﹤0.01%
32,944
+2,220
2171
$433K ﹤0.01%
20,858
+9,494
2172
$432K ﹤0.01%
32,975
2173
$431K ﹤0.01%
6,499
+1,068
2174
$431K ﹤0.01%
12,782
+3,191
2175
$430K ﹤0.01%
41,638
-63,011
85 86
87
88 89