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
2351
$324K ﹤0.01%
25,808
-2,575
2352
$323K ﹤0.01%
13,280
+3,286
2353
$322K ﹤0.01%
+3,666
2354
$321K ﹤0.01%
3,992
-2,847
2355
$321K ﹤0.01%
2,924
-192
2356
$321K ﹤0.01%
26,704
+3,151
2357
$319K ﹤0.01%
7,239
+1,272
2358
$318K ﹤0.01%
7,968
+418
2359
$318K ﹤0.01%
42,961
+24,083
2360
$318K ﹤0.01%
27,076
-2,326
2361
$317K ﹤0.01%
17,567
+1,552
2362
$317K ﹤0.01%
8,553
-692
2363
$316K ﹤0.01%
21,756
+893
2364
$315K ﹤0.01%
19,062
-1,178
2365
$315K ﹤0.01%
25,749
-15,537
2366
$314K ﹤0.01%
2,210
-427
2367
$313K ﹤0.01%
8,341
-217
2368
$313K ﹤0.01%
9,610
-2,330
2369
$312K ﹤0.01%
3,813
-2,150
2370
$312K ﹤0.01%
15,025
+2,634
2371
$312K ﹤0.01%
17,744
-783
2372
$311K ﹤0.01%
27,916
+6,577
2373
$310K ﹤0.01%
+7,709
2374
$308K ﹤0.01%
+7,445
2375
$308K ﹤0.01%
22,094
+4
93 94
95
96 97