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
2676
$130K ﹤0.01%
12,306
-17,418
2677
$128K ﹤0.01%
10,000
2678
$128K ﹤0.01%
+16,400
2679
$126K ﹤0.01%
42,619
+4,529
2680
$126K ﹤0.01%
15,359
-50
2681
$125K ﹤0.01%
+10,788
2682
$124K ﹤0.01%
14,631
+128
2683
$123K ﹤0.01%
12,677
2684
$123K ﹤0.01%
15,748
2685
$123K ﹤0.01%
22,419
-11,675
2686
$122K ﹤0.01%
29,307
-1,879
2687
$122K ﹤0.01%
+12,030
2688
$121K ﹤0.01%
10,268
2689
$120K ﹤0.01%
12,598
-123,391
2690
$120K ﹤0.01%
+11,130
2691
$119K ﹤0.01%
16,949
+2,750
2692
$115K ﹤0.01%
12,512
+1,150
2693
$115K ﹤0.01%
+11,321
2694
$115K ﹤0.01%
10,000
-5,000
2695
$113K ﹤0.01%
13,804
-126
2696
$113K ﹤0.01%
39,075
-200
2697
$111K ﹤0.01%
11,994
-2,208
2698
$110K ﹤0.01%
23,091
2699
$110K ﹤0.01%
+20,030
2700
$110K ﹤0.01%
+11,620
106 107
108
109 110