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
401
$14.5M 0.03%
54,246
-2,116
402
$14.5M 0.03%
214,504
+25,300
403
$14.4M 0.03%
361,075
+11,973
404
$14.3M 0.03%
261,487
+149,439
405
$14.3M 0.03%
138,277
+7,345
406
$14.3M 0.03%
460,808
-21,349
407
$14.2M 0.03%
476,987
-182,665
408
$14.2M 0.03%
279,007
-46,392
409
$14.1M 0.03%
248,110
+24,160
410
$14M 0.03%
73,255
-6,522
411
$14M 0.03%
90,164
+19,822
412
$13.9M 0.03%
447,282
-4,547
413
$13.8M 0.03%
591,936
+21,153
414
$13.7M 0.03%
67,146
+43,325
415
$13.6M 0.03%
410,348
+55,230
416
$13.6M 0.03%
+239,700
417
$13.5M 0.03%
253,947
+7,790
418
$13.5M 0.03%
1,089,300
+418,308
419
$13.4M 0.03%
478,234
-21,760
420
$13.3M 0.03%
398,582
-129,202
421
$13.3M 0.03%
189,552
+150,563
422
$13.3M 0.03%
118,363
+37,969
423
$13.2M 0.03%
156,311
+26,364
424
$13.2M 0.03%
267,991
-11,177
425
$13.1M 0.03%
65,559
-2,679
15 16
17
18 19