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
2251
$380K ﹤0.01%
2,915
+569
2252
$380K ﹤0.01%
4,132
-12,552
2253
$380K ﹤0.01%
6,500
-543
2254
$379K ﹤0.01%
10,702
+103
2255
$379K ﹤0.01%
32,159
+1,338
2256
$378K ﹤0.01%
33,427
-11,815
2257
$378K ﹤0.01%
+3,492
2258
$378K ﹤0.01%
7,658
+727
2259
$378K ﹤0.01%
14,404
+1,762
2260
$375K ﹤0.01%
10,779
-2,855
2261
$375K ﹤0.01%
17,469
+4,485
2262
$374K ﹤0.01%
10,806
+430
2263
$374K ﹤0.01%
90,000
2264
$374K ﹤0.01%
3,373
-1,235
2265
$373K ﹤0.01%
21,279
+1,756
2266
$373K ﹤0.01%
9,391
+1,794
2267
$373K ﹤0.01%
+10,290
2268
$373K ﹤0.01%
19,985
-2,250
2269
$372K ﹤0.01%
25,153
+3,644
2270
$371K ﹤0.01%
6,728
-10,054
2271
$370K ﹤0.01%
9,831
-7,602
2272
$369K ﹤0.01%
7,747
+209
2273
$369K ﹤0.01%
16,490
+3,200
2274
$369K ﹤0.01%
15,181
-1,502
2275
$368K ﹤0.01%
27,880
+9,715
89 90
91
92 93