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
2426
$290K ﹤0.01%
28,678
+1,653
2427
$289K ﹤0.01%
15,135
2428
$288K ﹤0.01%
11,058
2429
$288K ﹤0.01%
+2,833
2430
$288K ﹤0.01%
6,949
-577
2431
$287K ﹤0.01%
6,251
2432
$287K ﹤0.01%
4,549
-325
2433
$286K ﹤0.01%
26,179
2434
$286K ﹤0.01%
+8,598
2435
$285K ﹤0.01%
16,553
-1,330
2436
$285K ﹤0.01%
+9,192
2437
$284K ﹤0.01%
35,534
+3,751
2438
$284K ﹤0.01%
24,399
-124
2439
$284K ﹤0.01%
+3,765
2440
$284K ﹤0.01%
12,899
+639
2441
$284K ﹤0.01%
+19,326
2442
$283K ﹤0.01%
350,319
-10,538
2443
$283K ﹤0.01%
20,672
-1,440
2444
$282K ﹤0.01%
3,278
-100
2445
$281K ﹤0.01%
+5,045
2446
$281K ﹤0.01%
19,382
-2,091
2447
$281K ﹤0.01%
27,584
-8,264
2448
$280K ﹤0.01%
+11,995
2449
$280K ﹤0.01%
455
+70
2450
$280K ﹤0.01%
8,855
+784
96 97
98
99 100