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
2551
$216K ﹤0.01%
+3,119
2552
$216K ﹤0.01%
18,932
2553
$215K ﹤0.01%
12,112
-42,241
2554
$214K ﹤0.01%
+5,821
2555
$213K ﹤0.01%
7,357
-11,850
2556
$213K ﹤0.01%
20,451
-104,181
2557
$212K ﹤0.01%
+7,304
2558
$211K ﹤0.01%
2,152
-9,711
2559
$211K ﹤0.01%
+1,069
2560
$211K ﹤0.01%
6,574
-350
2561
$210K ﹤0.01%
9,322
-36,382
2562
$209K ﹤0.01%
25,553
-4,898
2563
$209K ﹤0.01%
14,495
+4,037
2564
$209K ﹤0.01%
+11,000
2565
$209K ﹤0.01%
+11,207
2566
$207K ﹤0.01%
+9,250
2567
$207K ﹤0.01%
11,352
-4,170
2568
$207K ﹤0.01%
22,371
+6,000
2569
$206K ﹤0.01%
4,100
+100
2570
$205K ﹤0.01%
+9,635
2571
$205K ﹤0.01%
+6,051
2572
$205K ﹤0.01%
+3,835
2573
$203K ﹤0.01%
5,039
-3,888
2574
$203K ﹤0.01%
8,157
+431
2575
$203K ﹤0.01%
15,915
+1,818
101 102
103
104 105