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
301
$22.5M 0.05%
694,910
-37,310
302
$22.4M 0.05%
257,419
-20,738
303
$22.4M 0.05%
129,013
-2,566
304
$22.2M 0.05%
555,177
-70,699
305
$22.2M 0.05%
1,204,070
+95,622
306
$22.1M 0.05%
404,443
-7,071
307
$22.1M 0.05%
374,377
-16,319
308
$21.9M 0.05%
866,273
+165,791
309
$21.7M 0.05%
1,010,838
+25,130
310
$21.6M 0.05%
860,395
+6,095
311
$21.4M 0.05%
426,860
+15,756
312
$21.3M 0.05%
422,942
-953,472
313
$21.1M 0.05%
371,573
-50,156
314
$21.1M 0.05%
607,758
+92,826
315
$21M 0.05%
253,108
+108,655
316
$21M 0.05%
582,902
+5,014
317
$20.9M 0.05%
66,530
+2,300
318
$20.7M 0.05%
362,178
-57,585
319
$20.7M 0.05%
107,487
+81,738
320
$20.6M 0.05%
794,254
-283,134
321
$20.5M 0.05%
385,892
-5,512
322
$20.3M 0.05%
1,407,060
+61,756
323
$20.2M 0.05%
350,101
+83,549
324
$20.1M 0.05%
529,896
+135,079
325
$20.1M 0.05%
60,745
+6,794
11 12
13
14 15