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
2651
$145K ﹤0.01%
31,829
+19,793
2652
$145K ﹤0.01%
16,637
2653
$144K ﹤0.01%
19,604
-841
2654
$143K ﹤0.01%
+21,984
2655
$142K ﹤0.01%
+34,827
2656
$142K ﹤0.01%
13,123
+1,703
2657
$142K ﹤0.01%
19,725
-1,142
2658
$141K ﹤0.01%
15,633
-26,638
2659
$141K ﹤0.01%
12,066
+758
2660
$139K ﹤0.01%
31,975
+18,820
2661
$139K ﹤0.01%
14,429
+258
2662
$138K ﹤0.01%
22,634
-38,686
2663
$138K ﹤0.01%
11,324
-730
2664
$138K ﹤0.01%
29,689
-1,608
2665
$138K ﹤0.01%
11,000
-450
2666
$137K ﹤0.01%
3,201
-359
2667
$137K ﹤0.01%
18,680
-2,636
2668
$136K ﹤0.01%
+15,312
2669
$135K ﹤0.01%
15,539
-4,110
2670
$135K ﹤0.01%
+10,937
2671
$134K ﹤0.01%
16,600
+600
2672
$132K ﹤0.01%
+10,000
2673
$130K ﹤0.01%
12,242
-10
2674
$130K ﹤0.01%
13,944
-168,212
2675
$130K ﹤0.01%
65,079
-262
105 106
107
108 109