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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
$43.5B
AUM Growth
+$7.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,079
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$165M
3
+$94.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$92.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.9M

Top Sells

1
+$258M
2
+$139M
3
+$120M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$83.7M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$70.9M

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
– –
-11,530
2827
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-24,735
2828
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-35,000
2829
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-10,192
2830
– –
-30,000
2831
– –
-17,841
2832
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-49,743
2833
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-1,720
2834
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-2,300
2835
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-24,137
2836
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-306,123
2837
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-22,378
2838
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-10,937
2839
– –
-57,226
2840
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-19,350
2841
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-7,710
2842
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-4,954
2843
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-53,651
2844
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-17,428
2845
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-1,841
2846
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-1,056,673
2847
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2848
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-61,760
2849
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-10,736
2850
– –
-35,256
112 113
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115 116