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
2376
$308K ﹤0.01%
22,807
+300
2377
$307K ﹤0.01%
7,637
-558
2378
$307K ﹤0.01%
9,515
-899
2379
$307K ﹤0.01%
51,067
-10,250
2380
$307K ﹤0.01%
+21,946
2381
$306K ﹤0.01%
2,489
-513
2382
$306K ﹤0.01%
21,035
+8,881
2383
$305K ﹤0.01%
24,163
+1,015
2384
$305K ﹤0.01%
5,452
+1,535
2385
$305K ﹤0.01%
+7,438
2386
$305K ﹤0.01%
+5,493
2387
$305K ﹤0.01%
16,229
-6,365
2388
$304K ﹤0.01%
9,755
-8,050
2389
$304K ﹤0.01%
21,218
-150
2390
$304K ﹤0.01%
+9,895
2391
$304K ﹤0.01%
14,600
+3,600
2392
$303K ﹤0.01%
5,121
-676
2393
$303K ﹤0.01%
7,767
-957
2394
$302K ﹤0.01%
11,253
2395
$302K ﹤0.01%
12,285
+50
2396
$302K ﹤0.01%
3,322
+219
2397
$302K ﹤0.01%
13,536
-1,318
2398
$302K ﹤0.01%
21,010
-2,076
2399
$301K ﹤0.01%
4,841
-212
2400
$301K ﹤0.01%
+4,266
94 95
96
97 98