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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
2876
– –
-2,723
2877
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-86,676
2878
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-45,923
2879
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-19,800
2880
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-3,965
2881
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-15,250
2882
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-13,475
2883
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-68,879
2884
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-13,000
2885
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-7,667
2886
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-33,108
2887
– –
-57,034
2888
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-21,618
2889
– –
-37,287
2890
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-78,346
2891
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-33,634
2892
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-13,296
2893
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-10,107
2894
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-10,722
2895
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-10,966
2896
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-15,703
2897
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2898
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2899
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-4,060
2900
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-7,213
114 115
116
117 118