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
2576
$203K ﹤0.01%
+4,010
2577
$203K ﹤0.01%
+1,983
2578
$203K ﹤0.01%
+4,960
2579
$202K ﹤0.01%
+5,764
2580
$202K ﹤0.01%
17,454
+1,259
2581
$202K ﹤0.01%
6,700
2582
$201K ﹤0.01%
+5,454
2583
$201K ﹤0.01%
6,802
-28,968
2584
$201K ﹤0.01%
5,008
-1,337
2585
$201K ﹤0.01%
22,911
+9,125
2586
$200K ﹤0.01%
15,087
-3,474
2587
$200K ﹤0.01%
94,677
-741
2588
$195K ﹤0.01%
27,069
-296
2589
$195K ﹤0.01%
43,084
-8,515
2590
$195K ﹤0.01%
+13,700
2591
$193K ﹤0.01%
15,675
-2,732
2592
$192K ﹤0.01%
33,348
-1,486
2593
$191K ﹤0.01%
+10,508
2594
$190K ﹤0.01%
+17,770
2595
$190K ﹤0.01%
15,336
2596
$189K ﹤0.01%
751
-59
2597
$188K ﹤0.01%
17,998
-611
2598
$187K ﹤0.01%
1,197
2599
$186K ﹤0.01%
12,845
-1,147
2600
$186K ﹤0.01%
+14,973
102 103
104
105 106