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
326
$19.9M 0.05%
116,620
+3,625
327
$19.9M 0.05%
344,526
+47,197
328
$19.9M 0.05%
261,542
+25,842
329
$19.7M 0.05%
689,251
-65,529
330
$19.7M 0.05%
183,369
+6,012
331
$19.6M 0.05%
138,482
+85,112
332
$19.4M 0.04%
97,433
-4,683
333
$19.4M 0.04%
393,960
+51,093
334
$19.2M 0.04%
37,589
+8,037
335
$19.2M 0.04%
191,113
+26,265
336
$19.1M 0.04%
458,455
-36,326
337
$19.1M 0.04%
74,207
-6,010
338
$19.1M 0.04%
338,224
+15,302
339
$18.8M 0.04%
377,572
-84,838
340
$18.6M 0.04%
356,160
+17,471
341
$18.6M 0.04%
150,590
-7,183
342
$18.6M 0.04%
795,740
+106,398
343
$18.5M 0.04%
173,815
+7,609
344
$18.5M 0.04%
315,647
+33,153
345
$18.5M 0.04%
172,846
+7,248
346
$18.4M 0.04%
341,042
+31,095
347
$18.4M 0.04%
255,789
-5,124
348
$18.3M 0.04%
1,827,097
+153,890
349
$18.3M 0.04%
709,140
-11,077
350
$18.3M 0.04%
188,667
-11,588
12 13
14
15 16