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
2726
$89K ﹤0.01%
25,342
-94,702
2727
$88K ﹤0.01%
68,278
+25,372
2728
$88K ﹤0.01%
+70,000
2729
$88K ﹤0.01%
11,408
+1,248
2730
$87K ﹤0.01%
3,799
-539
2731
$86K ﹤0.01%
98,000
+80,000
2732
$84K ﹤0.01%
4,770
+225
2733
$83K ﹤0.01%
25,524
+2,313
2734
$83K ﹤0.01%
11,902
-124,781
2735
$83K ﹤0.01%
10,162
2736
$77K ﹤0.01%
19,729
-2,870
2737
$77K ﹤0.01%
17,467
-3,674
2738
$76K ﹤0.01%
13,856
-357,631
2739
$73K ﹤0.01%
54,100
2740
$72K ﹤0.01%
13,709
2741
$71K ﹤0.01%
+15,262
2742
$71K ﹤0.01%
15,000
2743
$70K ﹤0.01%
25,572
-13,109
2744
$69K ﹤0.01%
20,250
-13,030
2745
$69K ﹤0.01%
17,645
-7,737
2746
$68K ﹤0.01%
+16,392
2747
$67K ﹤0.01%
19,364
-34,152
2748
$66K ﹤0.01%
55,572
+8,537
2749
$62K ﹤0.01%
13,730
-2,059
2750
$59K ﹤0.01%
12,552
-17,030
108 109
110
111 112