Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
2851
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2852
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2853
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2854
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2855
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2857
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2858
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2859
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2860
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-30,728
2861
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-107,117
2862
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2863
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-48,496
2864
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-92,000
2865
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2866
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2867
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2869
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2870
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2871
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2872
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2873
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2874
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-35,256
2875
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-10,483
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