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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
2851
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-10,483
2852
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-29,173
2853
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-3,890
2854
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-13,703
2855
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2856
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-14,827
2857
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-2,432
2858
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-395,323
2859
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-14,955
2860
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2861
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-13,621
2862
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-155,845
2863
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-16,886
2864
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-10,912
2865
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-5,743
2866
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-31,286
2867
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-13,933
2868
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-310,032
2869
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2870
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-70,608
2871
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-7,315
2872
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2873
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2874
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2875
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-998
113 114
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