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
2301
$348K ﹤0.01%
2,431
-890
2302
$347K ﹤0.01%
25,315
-1,270
2303
$347K ﹤0.01%
+19,903
2304
$345K ﹤0.01%
+10,460
2305
$345K ﹤0.01%
40,502
+7,841
2306
$345K ﹤0.01%
6,121
+569
2307
$344K ﹤0.01%
12,340
+1,442
2308
$344K ﹤0.01%
50,627
-9,177
2309
$344K ﹤0.01%
42,971
-152
2310
$343K ﹤0.01%
18,172
+1,907
2311
$343K ﹤0.01%
14,068
+33
2312
$343K ﹤0.01%
9,832
-11,061
2313
$342K ﹤0.01%
1,235
+225
2314
$342K ﹤0.01%
11,826
+1,981
2315
$341K ﹤0.01%
4,924
+46
2316
$341K ﹤0.01%
11,038
-13,282
2317
$340K ﹤0.01%
+142,916
2318
$340K ﹤0.01%
4,424
+56
2319
$340K ﹤0.01%
61,558
+4,154
2320
$338K ﹤0.01%
38,363
-2,857
2321
$338K ﹤0.01%
32,911
+14,913
2322
$338K ﹤0.01%
9,495
-1,111
2323
$338K ﹤0.01%
31,812
+8,320
2324
$337K ﹤0.01%
+15,176
2325
$337K ﹤0.01%
12,406
-9,843
91 92
93
94 95