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
2776
$29K ﹤0.01%
2,675
-250
2777
$27K ﹤0.01%
704
-83
2778
$26K ﹤0.01%
25,000
2779
$26K ﹤0.01%
+25,000
2780
$25K ﹤0.01%
10,000
2781
$25K ﹤0.01%
17,937
-30
2782
$25K ﹤0.01%
3,391
-637
2783
$24K ﹤0.01%
20,500
-7,400
2784
$24K ﹤0.01%
10,800
2785
$20K ﹤0.01%
13,200
+500
2786
$20K ﹤0.01%
+13,200
2787
$20K ﹤0.01%
25,700
2788
$19K ﹤0.01%
+14,000
2789
$19K ﹤0.01%
1,296
-923
2790
$18K ﹤0.01%
35,000
2791
$17K ﹤0.01%
49,282
2792
$16K ﹤0.01%
15,000
+3,000
2793
$15K ﹤0.01%
27,431
2794
$15K ﹤0.01%
+25,000
2795
$11K ﹤0.01%
15,000
2796
$11K ﹤0.01%
11,666
2797
$10K ﹤0.01%
3,000
2798
$10K ﹤0.01%
667
2799
$10K ﹤0.01%
800
2800
$9K ﹤0.01%
+11,218
110 111
112
113 114