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
426
$13.1M 0.03%
257,760
-5,708
427
$13M 0.03%
114,167
-7,495
428
$13M 0.03%
+58,031
429
$13M 0.03%
123,666
-75,135
430
$13M 0.03%
263,206
-246,066
431
$12.9M 0.03%
246,068
+32,594
432
$12.9M 0.03%
506,329
+40,975
433
$12.8M 0.03%
85,733
-7,980
434
$12.8M 0.03%
248,762
+5,564
435
$12.7M 0.03%
253,161
-73
436
$12.7M 0.03%
+381,026
437
$12.6M 0.03%
38,977
-10,275
438
$12.5M 0.03%
99,768
+5,458
439
$12.5M 0.03%
111,489
-756
440
$12.5M 0.03%
136,955
-73,088
441
$12.4M 0.03%
504,220
+17,190
442
$12.4M 0.03%
844,280
-4,857
443
$12.4M 0.03%
106,513
+3,573
444
$12.4M 0.03%
777,942
-68,941
445
$12.3M 0.03%
88,168
+934
446
$12.3M 0.03%
241,693
-9,325
447
$12.3M 0.03%
71,775
-5,609
448
$12.3M 0.03%
193,852
+29,953
449
$12.3M 0.03%
149,854
+15,017
450
$12.2M 0.03%
316,033
+22,986
16 17
18
19 20