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
2326
$335K ﹤0.01%
22,127
+5,281
2327
$334K ﹤0.01%
15,576
+4,369
2328
$332K ﹤0.01%
22,445
+5,920
2329
$332K ﹤0.01%
90,740
-6,568
2330
$332K ﹤0.01%
9,651
-15,990
2331
$331K ﹤0.01%
5,858
+1,356
2332
$330K ﹤0.01%
25,590
-72,064
2333
$330K ﹤0.01%
+8,784
2334
$330K ﹤0.01%
41,534
-1,364
2335
$330K ﹤0.01%
6,089
+1,377
2336
$330K ﹤0.01%
2,784
-531
2337
$329K ﹤0.01%
25,940
+3,743
2338
$329K ﹤0.01%
26,930
2339
$328K ﹤0.01%
6,942
-2,650
2340
$327K ﹤0.01%
5,712
+650
2341
$327K ﹤0.01%
41,665
2342
$327K ﹤0.01%
+6,247
2343
$327K ﹤0.01%
26,756
-21,886
2344
$326K ﹤0.01%
6,378
+1,716
2345
$326K ﹤0.01%
13,318
-220
2346
$326K ﹤0.01%
26,782
-2,215
2347
$326K ﹤0.01%
19,358
+1,072
2348
$326K ﹤0.01%
+19,554
2349
$324K ﹤0.01%
12,366
2350
$324K ﹤0.01%
24,675
+9,000
92 93
94
95 96