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
2401
$301K ﹤0.01%
3,250
-501
2402
$301K ﹤0.01%
20,572
-7,755
2403
$300K ﹤0.01%
+5,409
2404
$300K ﹤0.01%
23,235
+3,645
2405
$300K ﹤0.01%
26,558
+1,355
2406
$298K ﹤0.01%
12,305
+157
2407
$297K ﹤0.01%
4,504
-2,939
2408
$296K ﹤0.01%
2,490
2409
$296K ﹤0.01%
21,069
2410
$296K ﹤0.01%
6,072
-672
2411
$296K ﹤0.01%
166,682
+21,322
2412
$296K ﹤0.01%
+23,296
2413
$296K ﹤0.01%
12,450
-14,186
2414
$295K ﹤0.01%
4,268
-2,468
2415
$295K ﹤0.01%
15,486
-31,598
2416
$295K ﹤0.01%
37,210
-10,518
2417
$294K ﹤0.01%
7,335
-4,085
2418
$292K ﹤0.01%
12,314
-153
2419
$292K ﹤0.01%
8,007
-187
2420
$292K ﹤0.01%
10,193
+2,889
2421
$291K ﹤0.01%
11,546
2422
$291K ﹤0.01%
42,985
-2,217
2423
$291K ﹤0.01%
10,034
-495
2424
$291K ﹤0.01%
2,344
-75
2425
$291K ﹤0.01%
18,531
-1,145
95 96
97
98 99