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
2451
$279K ﹤0.01%
+53,000
2452
$279K ﹤0.01%
12,900
2453
$278K ﹤0.01%
11,860
-215
2454
$278K ﹤0.01%
+7,025
2455
$277K ﹤0.01%
8,266
-7,603
2456
$276K ﹤0.01%
10,991
-2,731
2457
$275K ﹤0.01%
51,225
-744
2458
$275K ﹤0.01%
19,480
2459
$275K ﹤0.01%
+9,282
2460
$272K ﹤0.01%
10,535
-29
2461
$271K ﹤0.01%
26,844
-4,015
2462
$270K ﹤0.01%
15,531
-774
2463
$270K ﹤0.01%
18,145
+401
2464
$270K ﹤0.01%
+10,787
2465
$270K ﹤0.01%
4,878
-317
2466
$269K ﹤0.01%
9,545
-97
2467
$269K ﹤0.01%
13,098
-58,500
2468
$269K ﹤0.01%
+15,412
2469
$267K ﹤0.01%
7,681
2470
$267K ﹤0.01%
7,770
-861
2471
$266K ﹤0.01%
14,955
-8,990
2472
$265K ﹤0.01%
39,875
-15,000
2473
$265K ﹤0.01%
22,270
+4,500
2474
$263K ﹤0.01%
2,174
-1,190
2475
$263K ﹤0.01%
+11,697
97 98
99
100 101