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
2176
$430K ﹤0.01%
31,579
-3,762
2177
$429K ﹤0.01%
+3,300
2178
$429K ﹤0.01%
18,246
-22,569
2179
$428K ﹤0.01%
15,092
+106
2180
$427K ﹤0.01%
7,117
+165
2181
$427K ﹤0.01%
7,501
-15,123
2182
$427K ﹤0.01%
16,562
2183
$427K ﹤0.01%
9,521
-2,813
2184
$426K ﹤0.01%
16,167
+7,921
2185
$426K ﹤0.01%
+8,200
2186
$426K ﹤0.01%
10,516
+628
2187
$425K ﹤0.01%
23,179
+12,836
2188
$425K ﹤0.01%
6,590
-2,548
2189
$424K ﹤0.01%
70,969
-13,649
2190
$423K ﹤0.01%
6,640
+1,598
2191
$422K ﹤0.01%
80,065
2192
$421K ﹤0.01%
18,390
+1,465
2193
$420K ﹤0.01%
12,601
+272
2194
$419K ﹤0.01%
10,995
-2,961
2195
$418K ﹤0.01%
5,320
-1,210
2196
$418K ﹤0.01%
+6,404
2197
$418K ﹤0.01%
6,586
+865
2198
$418K ﹤0.01%
7,249
+194
2199
$417K ﹤0.01%
24,946
+2,252
2200
$417K ﹤0.01%
15,535
-18,891
86 87
88
89 90