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
2226
$398K ﹤0.01%
+20,409
2227
$398K ﹤0.01%
22,459
-1,264
2228
$397K ﹤0.01%
5,270
+498
2229
$397K ﹤0.01%
+22,458
2230
$395K ﹤0.01%
27,200
+1,400
2231
$395K ﹤0.01%
5,820
-35
2232
$395K ﹤0.01%
26,343
+14,037
2233
$393K ﹤0.01%
+12,503
2234
$392K ﹤0.01%
15,267
-3,412
2235
$392K ﹤0.01%
9,592
+2,060
2236
$390K ﹤0.01%
4,123
+175
2237
$390K ﹤0.01%
8,867
+267
2238
$388K ﹤0.01%
9,124
+880
2239
$387K ﹤0.01%
15,412
-1,347
2240
$386K ﹤0.01%
7,322
-378
2241
$386K ﹤0.01%
6,521
+939
2242
$385K ﹤0.01%
32,957
-4,214
2243
$385K ﹤0.01%
13,995
-2,652
2244
$384K ﹤0.01%
+19,000
2245
$383K ﹤0.01%
15,261
+3,841
2246
$383K ﹤0.01%
28,860
-5,142
2247
$383K ﹤0.01%
14,016
-18,700
2248
$381K ﹤0.01%
44,047
-12,472
2249
$381K ﹤0.01%
7,133
+387
2250
$380K ﹤0.01%
9,653
+443
88 89
90
91 92