Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$205M
2
+$163M
3
+$96.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$94.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$76.7M

Top Sells

1
+$272M
2
+$139M
3
+$120M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$85.4M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.4M

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
276
$25.7M 0.06%
516,268
-24,491
277
$25.3M 0.06%
333,840
+6,226
278
$25.3M 0.06%
68,678
-143
279
$25.2M 0.06%
494,514
-53,373
280
$25.2M 0.06%
248,584
+2,836
281
$25M 0.06%
85,812
-1,864
282
$25M 0.06%
385,185
-73,362
283
$24.8M 0.06%
254,147
-10,877
284
$24.6M 0.06%
325,215
+22,889
285
$24.4M 0.06%
227,717
+5,912
286
$24M 0.06%
1,064,060
+44,327
287
$23.9M 0.06%
140,859
+23,415
288
$23.9M 0.05%
416,356
+88,740
289
$23.8M 0.05%
145,624
+1,671
290
$23.7M 0.05%
450,176
-21,250
291
$23.7M 0.05%
582,900
-51,830
292
$23.7M 0.05%
297,187
+30,782
293
$23.7M 0.05%
37,943
+19,021
294
$23.7M 0.05%
24,000
+4,075
295
$23.4M 0.05%
319,665
-1,810
296
$23.4M 0.05%
752,675
+49,479
297
$23.2M 0.05%
214,954
+59,342
298
$23M 0.05%
332,478
-3,669
299
$22.8M 0.05%
169,588
+7,634
300
$22.6M 0.05%
691,535
-124,099
10 11
12
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