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
2276
$368K ﹤0.01%
56,627
+211
2277
$366K ﹤0.01%
15,892
-11,000
2278
$366K ﹤0.01%
15,587
-1,519
2279
$366K ﹤0.01%
5,417
+111
2280
$365K ﹤0.01%
74,487
-286,062
2281
$364K ﹤0.01%
5,284
+892
2282
$363K ﹤0.01%
+12,540
2283
$362K ﹤0.01%
13,044
+1,311
2284
$361K ﹤0.01%
6,940
+1,928
2285
$359K ﹤0.01%
38,847
+27,047
2286
$358K ﹤0.01%
12,197
-1,927
2287
$358K ﹤0.01%
39,525
+2,045
2288
$358K ﹤0.01%
4,631
-1,320
2289
$357K ﹤0.01%
13,950
-776
2290
$357K ﹤0.01%
12,731
-1,706
2291
$357K ﹤0.01%
+18,793
2292
$356K ﹤0.01%
17,277
+1,051
2293
$354K ﹤0.01%
5,973
-1,514
2294
$354K ﹤0.01%
+2,067
2295
$354K ﹤0.01%
8,401
-591
2296
$354K ﹤0.01%
7,230
+47
2297
$353K ﹤0.01%
+4,293
2298
$352K ﹤0.01%
+9,139
2299
$351K ﹤0.01%
21,778
2300
$349K ﹤0.01%
308,974
-72,533
90 91
92
93 94