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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
2901
– –
-17,861
2902
– –
-8,732
2903
– –
-3,247
2904
– –
-127,676
2905
– –
-9,032
2906
– –
-12,072
2907
– –
-520,303
2908
– –
-42,983
2909
– –
-10,385
2910
– –
-23,538
2911
– –
-32,820
2912
– –
-16,983
2913
– –
-137,058
2914
– –
-50,322
2915
– –
-20,039
2916
– –
-48,600
2917
– –
-186,400
2918
– –
-20,540
2919
– –
-3,398
2920
– –
-15,041
2921
– –
-7,904
2922
– –
-13,296
2923
– –
-83,759
2924
– –
-28,157
2925
– –
-32,116
115 116
117
118 119