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
2826
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-4,954
2827
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-53,651
2828
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-17,428
2829
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-1,841
2830
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2831
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-250,380
2832
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-61,760
2833
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-10,736
2834
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-35,256
2835
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-10,483
2836
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-2,768
2837
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-3,021
2838
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2839
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-8,318
2840
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-11,885
2841
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-1,501
2842
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2843
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-9,696
2844
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2845
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-403,006
2846
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-10,192
2847
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-10,000
2848
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-11,225
2849
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-50,000
2850
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-9,089
112 113
114
115 116