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
$43.5B
AUM Growth
+$7.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,079
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$163M
3
+$96.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$94.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$76.7M

Top Sells

1
+$272M
2
+$139M
3
+$120M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$85.4M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.4M

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 8.67%
4 Industrials 8.17%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.2M 0.08%
303,137
-30,398
227
$35M 0.08%
131
+12
228
$34.6M 0.08%
241,324
-105,553
229
$34.4M 0.08%
588,584
+48,769
230
$34.4M 0.08%
218,589
+10,821
231
$34.2M 0.08%
172,279
-11,221
232
$34M 0.08%
323,220
+8,291
233
$33.9M 0.08%
387,789
-29,560
234
$33.8M 0.08%
175,348
-2,043
235
$33.7M 0.08%
292,382
+30,090
236
$33.7M 0.08%
576,343
+54,466
237
$33.6M 0.08%
920,858
+7,975
238
$33.5M 0.08%
406,598
+2,453
239
$33.4M 0.08%
194,168
-45,068
240
$33.4M 0.08%
423,636
+6,716
241
$33.1M 0.08%
189,479
-23,280
242
$33.1M 0.08%
141,375
+38,861
243
$33.1M 0.08%
129,259
+4,039
244
$32.9M 0.08%
1,049,932
-143,968
245
$32.7M 0.08%
186,084
-13,360
246
$32.3M 0.07%
951,630
+852,540
247
$32.1M 0.07%
1,241,880
+195,388
248
$32M 0.07%
392,973
+319
249
$32M 0.07%
525,474
+63,251
250
$31.9M 0.07%
230,045
+26,822
8 9
10
11 12