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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$84.9M
3
+$65.7M
4
CCL icon
Carnival Corporation Ltd
CCL
+$53.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$49.1M

Top Sells

1
+$65.9M
2
+$57.9M
3
+$40.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$34.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.4M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.5%
4 Industrials 8.57%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$142K ﹤0.01%
+10,300
2777
$142K ﹤0.01%
+10,102
2778
$141K ﹤0.01%
19,770
-1,576
2779
$139K ﹤0.01%
+10,517
2780
$139K ﹤0.01%
21,350
-8,100
2781
$139K ﹤0.01%
59,473
-3,686
2782
$138K ﹤0.01%
29,940
-3,663
2783
$138K ﹤0.01%
10,400
-87,100
2784
$138K ﹤0.01%
10,200
2785
$137K ﹤0.01%
2,285
+163
2786
$136K ﹤0.01%
7,554
+1,905
2787
$136K ﹤0.01%
+10,439
2788
$135K ﹤0.01%
10,000
2789
$134K ﹤0.01%
102,825
+750
2790
$133K ﹤0.01%
11,500
2791
$132K ﹤0.01%
+14,853
2792
$130K ﹤0.01%
16,175
-61,275
2793
$127K ﹤0.01%
7,200
-1,481
2794
$124K ﹤0.01%
+10,650
2795
$123K ﹤0.01%
41,485
-7,444
2796
$122K ﹤0.01%
20,076
-14,382
2797
$121K ﹤0.01%
12,405
-2,821
2798
$120K ﹤0.01%
11,441
2799
$120K ﹤0.01%
+1,205
2800
$119K ﹤0.01%
+14,426
110 111
112
113 114