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
2626
$166K ﹤0.01%
+23,811
2627
$165K ﹤0.01%
14,133
2628
$164K ﹤0.01%
13,363
-4,509
2629
$164K ﹤0.01%
31,484
2630
$163K ﹤0.01%
12,771
2631
$161K ﹤0.01%
26,224
+3,704
2632
$161K ﹤0.01%
21,175
-4,056
2633
$160K ﹤0.01%
11,011
-279
2634
$157K ﹤0.01%
14,200
-14,399
2635
$157K ﹤0.01%
10,107
-702
2636
$157K ﹤0.01%
10,924
-14,474
2637
$156K ﹤0.01%
10,457
-21
2638
$155K ﹤0.01%
16,000
2639
$155K ﹤0.01%
+11,440
2640
$155K ﹤0.01%
11,475
+1,298
2641
$154K ﹤0.01%
+15,434
2642
$153K ﹤0.01%
+10,343
2643
$153K ﹤0.01%
13,744
+3,469
2644
$152K ﹤0.01%
1,000
-129
2645
$152K ﹤0.01%
106,050
+14,050
2646
$151K ﹤0.01%
15,000
2647
$148K ﹤0.01%
+18,878
2648
$147K ﹤0.01%
14,850
+4,000
2649
$145K ﹤0.01%
13,057
+466
2650
$145K ﹤0.01%
+11,423
104 105
106
107 108