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
251
$31.9M 0.07%
811,822
-10,863
252
$31.8M 0.07%
312,219
-311,755
253
$31.3M 0.07%
100,239
+22,379
254
$31M 0.07%
652,049
-360,704
255
$30.8M 0.07%
727,612
+14,932
256
$30.4M 0.07%
595,288
-42,959
257
$30M 0.07%
702,786
-48,140
258
$29.8M 0.07%
1,967,516
+128,708
259
$29.8M 0.07%
419,380
+11,140
260
$29.8M 0.07%
102,633
+5,997
261
$29.3M 0.07%
428,457
-487,082
262
$29.1M 0.07%
485,513
+46,174
263
$28.9M 0.07%
258,752
+10,032
264
$28.2M 0.06%
457,317
+46,051
265
$28.1M 0.06%
409,167
+51,708
266
$28.1M 0.06%
200,345
+18,891
267
$28.1M 0.06%
72,275
+3,842
268
$27.9M 0.06%
685,540
+62,338
269
$27.5M 0.06%
524,828
+17,243
270
$27.3M 0.06%
1,215,211
+256,300
271
$27.3M 0.06%
196,507
+32,893
272
$27M 0.06%
583,580
273
$26.8M 0.06%
473,054
+19,149
274
$26.4M 0.06%
273,457
+1,966
275
$26M 0.06%
3,645,743
-35,955
9 10
11
12 13