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
2476
$249K ﹤0.01%
36
2477
$249K ﹤0.01%
17,433
+61
2478
$249K ﹤0.01%
34,798
+958
2479
$248K ﹤0.01%
9,994
+168
2480
$247K ﹤0.01%
+1,866
2481
$247K ﹤0.01%
4,712
-469
2482
$246K ﹤0.01%
+10,529
2483
$246K ﹤0.01%
9,845
+1,980
2484
$245K ﹤0.01%
4,539
-625
2485
$245K ﹤0.01%
+16,846
2486
$245K ﹤0.01%
+13,310
2487
$244K ﹤0.01%
16,006
-1,050
2488
$244K ﹤0.01%
+1,010
2489
$243K ﹤0.01%
7,912
-3,454
2490
$243K ﹤0.01%
16,548
-35,685
2491
$242K ﹤0.01%
15,102
+2,685
2492
$241K ﹤0.01%
16,951
-7,644
2493
$241K ﹤0.01%
5,967
-36
2494
$241K ﹤0.01%
27,156
-18,024
2495
$240K ﹤0.01%
+4,662
2496
$240K ﹤0.01%
+23,339
2497
$239K ﹤0.01%
25,823
+4,480
2498
$239K ﹤0.01%
21,140
-7,915
2499
$238K ﹤0.01%
8,195
+11
2500
$237K ﹤0.01%
19,590
+2
98 99
100
101 102