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
2501
$236K ﹤0.01%
8,189
-3,698
2502
$236K ﹤0.01%
4,633
-6,675
2503
$235K ﹤0.01%
3,917
-2,022
2504
$234K ﹤0.01%
+2,443
2505
$234K ﹤0.01%
4,842
-1,302
2506
$233K ﹤0.01%
19,166
-101
2507
$233K ﹤0.01%
21,539
2508
$233K ﹤0.01%
+6,077
2509
$232K ﹤0.01%
5,704
-134
2510
$231K ﹤0.01%
6,107
-23,508
2511
$231K ﹤0.01%
4,797
-1,021
2512
$230K ﹤0.01%
19,561
+2,717
2513
$230K ﹤0.01%
+18,165
2514
$230K ﹤0.01%
+18,816
2515
$230K ﹤0.01%
18,238
-1,700
2516
$229K ﹤0.01%
5,624
-109,952
2517
$229K ﹤0.01%
+12,557
2518
$228K ﹤0.01%
+4,502
2519
$228K ﹤0.01%
2,155
+110
2520
$228K ﹤0.01%
9,292
-45,239
2521
$228K ﹤0.01%
12,260
+180
2522
$228K ﹤0.01%
+11,033
2523
$228K ﹤0.01%
18,010
+1,290
2524
$227K ﹤0.01%
+11,364
2525
$226K ﹤0.01%
11,420
-19,359
99 100
101
102 103