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
2201
$416K ﹤0.01%
43,465
+3,700
2202
$416K ﹤0.01%
7,025
-1,820
2203
$416K ﹤0.01%
16,001
+2,800
2204
$415K ﹤0.01%
2,310
+420
2205
$415K ﹤0.01%
46,495
-4,076
2206
$414K ﹤0.01%
9,694
-853
2207
$413K ﹤0.01%
+20,731
2208
$413K ﹤0.01%
23,366
+756
2209
$413K ﹤0.01%
41,085
+140
2210
$413K ﹤0.01%
57,987
-73,550
2211
$411K ﹤0.01%
29,541
+5,511
2212
$411K ﹤0.01%
26,000
2213
$410K ﹤0.01%
10,536
-4,390
2214
$408K ﹤0.01%
22,485
+6,720
2215
$408K ﹤0.01%
21,272
+598
2216
$408K ﹤0.01%
+20,325
2217
$408K ﹤0.01%
27,188
-5,569
2218
$406K ﹤0.01%
21,658
+4,449
2219
$405K ﹤0.01%
9,754
+426
2220
$405K ﹤0.01%
63,115
-7,535
2221
$405K ﹤0.01%
19,947
-4,406
2222
$403K ﹤0.01%
15,639
+1,493
2223
$401K ﹤0.01%
17,641
+4,609
2224
$401K ﹤0.01%
11,920
-895
2225
$399K ﹤0.01%
6,282
-99
87 88
89
90 91