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
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$528M
2
+$85.8M
3
+$61M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$50.5M
5
CCL icon
Carnival Corp
CCL
+$47.6M

Top Sells

1
+$68.9M
2
+$61.9M
3
+$41.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$35.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.7M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.49%
4 Industrials 8.56%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$84K ﹤0.01%
11,011
-2,029
2827
$81K ﹤0.01%
10,185
2828
$80K ﹤0.01%
+1,908
2829
$79K ﹤0.01%
12,759
+2,251
2830
$79K ﹤0.01%
+15,384
2831
$77K ﹤0.01%
14,295
-1,469
2832
$76K ﹤0.01%
+13,700
2833
$76K ﹤0.01%
+17,748
2834
$75K ﹤0.01%
12,500
-2,156
2835
$72K ﹤0.01%
2,136
-13,678
2836
$72K ﹤0.01%
+10,887
2837
$70K ﹤0.01%
10,000
2838
$69K ﹤0.01%
14,150
+3,415
2839
$67K ﹤0.01%
25,786
-42,377
2840
$67K ﹤0.01%
20,875
2841
$65K ﹤0.01%
14,520
-54
2842
$64K ﹤0.01%
+15,311
2843
$62K ﹤0.01%
10,777
-6,905
2844
$58K ﹤0.01%
+4,238
2845
$57K ﹤0.01%
14,151
-425
2846
$57K ﹤0.01%
19,050
-14,800
2847
$56K ﹤0.01%
1,660
-2,563
2848
$56K ﹤0.01%
37,061
-2,198
2849
$55K ﹤0.01%
12,915
-1,088
2850
$53K ﹤0.01%
16,800
+1,200
112 113
114
115 116