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
2526
$226K ﹤0.01%
8,403
-2,672
2527
$226K ﹤0.01%
29,703
+5,087
2528
$226K ﹤0.01%
18,679
+875
2529
$225K ﹤0.01%
17,589
+2,405
2530
$225K ﹤0.01%
658
+20
2531
$225K ﹤0.01%
+8,246
2532
$225K ﹤0.01%
+21,094
2533
$223K ﹤0.01%
15,427
+1,186
2534
$223K ﹤0.01%
+4,506
2535
$223K ﹤0.01%
+8,071
2536
$222K ﹤0.01%
15,104
+1,437
2537
$222K ﹤0.01%
5,408
-3,228
2538
$222K ﹤0.01%
54,605
-16,748
2539
$222K ﹤0.01%
16,525
+78
2540
$221K ﹤0.01%
10,060
-500
2541
$220K ﹤0.01%
4,285
-691
2542
$220K ﹤0.01%
17,514
+2,622
2543
$219K ﹤0.01%
31,699
-1,190
2544
$218K ﹤0.01%
+9,613
2545
$217K ﹤0.01%
+13,273
2546
$217K ﹤0.01%
25,190
+9,160
2547
$217K ﹤0.01%
16,110
2548
$217K ﹤0.01%
+5,185
2549
$216K ﹤0.01%
+5,046
2550
$216K ﹤0.01%
+5,784
100 101
102
103 104