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
2751
$58K ﹤0.01%
116,630
-2,086
2752
$56K ﹤0.01%
11,152
+885
2753
$55K ﹤0.01%
16,180
+5,520
2754
$54K ﹤0.01%
15,500
-1,000
2755
$54K ﹤0.01%
500
2756
$53K ﹤0.01%
+10,296
2757
$52K ﹤0.01%
18,556
+6,216
2758
$48K ﹤0.01%
16,654
2759
$43K ﹤0.01%
10,441
2760
$41K ﹤0.01%
11,940
-100,400
2761
$41K ﹤0.01%
15,500
-977
2762
$40K ﹤0.01%
11,622
+350
2763
$38K ﹤0.01%
16,751
+3,300
2764
$38K ﹤0.01%
10,500
-200
2765
$37K ﹤0.01%
+11,800
2766
$37K ﹤0.01%
2,310
2767
$36K ﹤0.01%
12,500
+1,955
2768
$36K ﹤0.01%
27,000
2769
$36K ﹤0.01%
10,859
-84,399
2770
$35K ﹤0.01%
+10,000
2771
$34K ﹤0.01%
1,196
+329
2772
$33K ﹤0.01%
+12,580
2773
$30K ﹤0.01%
12,695
-134
2774
$30K ﹤0.01%
17,600
-11,560
2775
$29K ﹤0.01%
13,840
-563
109 110
111
112 113