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
351
$18.3M 0.04%
540,272
+28,357
352
$18.3M 0.04%
54,770
-5,532
353
$18.3M 0.04%
172,104
-2,109
354
$18.2M 0.04%
170,264
+6,213
355
$18.1M 0.04%
595,002
+18,674
356
$18.1M 0.04%
423,736
+59,988
357
$18.1M 0.04%
561,858
-23,726
358
$18.1M 0.04%
373,073
+150,566
359
$18M 0.04%
97,656
+7,410
360
$17.8M 0.04%
335,237
-4,315
361
$17.7M 0.04%
963,644
-112,180
362
$17.7M 0.04%
421,572
+40,075
363
$17.5M 0.04%
711,730
+248,943
364
$17.3M 0.04%
92,552
-18,101
365
$17.3M 0.04%
240,240
+22,035
366
$17.1M 0.04%
822,192
+67,556
367
$17M 0.04%
181,331
-2,605
368
$17M 0.04%
210,683
-59,761
369
$17M 0.04%
726,928
-176,503
370
$16.9M 0.04%
601,200
+8,070
371
$16.7M 0.04%
737,918
+203,901
372
$16.7M 0.04%
+750,038
373
$16.6M 0.04%
121,745
+26,918
374
$16.5M 0.04%
1,513,890
+435,420
375
$16.4M 0.04%
636,804
+11,702
13 14
15
16 17