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
2701
$109K ﹤0.01%
13,032
-3,031
2702
$109K ﹤0.01%
23,200
-3,050
2703
$108K ﹤0.01%
31,225
+1,827
2704
$107K ﹤0.01%
+18,905
2705
$107K ﹤0.01%
15,189
-1,703
2706
$106K ﹤0.01%
+11,060
2707
$105K ﹤0.01%
+10,550
2708
$105K ﹤0.01%
+10,000
2709
$103K ﹤0.01%
20,259
-430
2710
$102K ﹤0.01%
+16,372
2711
$102K ﹤0.01%
16,084
+980
2712
$102K ﹤0.01%
+15,500
2713
$101K ﹤0.01%
+12,847
2714
$100K ﹤0.01%
14,600
-1,112
2715
$99K ﹤0.01%
168,431
2716
$99K ﹤0.01%
15,550
-500
2717
$97K ﹤0.01%
11,657
-494
2718
$97K ﹤0.01%
2,589
-453
2719
$95K ﹤0.01%
17,390
+509
2720
$95K ﹤0.01%
14,269
2721
$94K ﹤0.01%
10,221
-27,233
2722
$93K ﹤0.01%
19,525
+944
2723
$93K ﹤0.01%
23,841
-4,800
2724
$92K ﹤0.01%
12,982
+642
2725
$91K ﹤0.01%
+12,544
107 108
109
110 111